China as a Comparative Market

In Japan, they're absolutely delighted. They had 30 years without any inflation. With no inflation, nobody's had a sort of an annual wage increase forever in Japan. The central bank and the government is terrified that if they don't keep monetary policy loose, there won't be wage rises next year. Now, I think that will lead to an inflationary boom. That's really good for equity investing. You have to be very careful on the currency. For equity investing, equity is respond to nominal growth. And I think nominal growth is going to be very exciting. So who did he or people? Japan's back. There are moments you want to be long yet. There are names