NRI held its semi-annual management meeting for sell-side analysts during trading hours on May 27 (attended by CEO Kaga Yanagisawa and Senior Corporate Managing Director Masaaki Yamazaki). We highlight three key takeaways. First, although some manufacturing customers are taking a cautious stance on investment due to recent changes in business sentiment, Japan business is generally solid. Overseas operations remain challenged, but NRI plans to turn them around over the next few years via a business model shi ...