Thoughts on the Market

Inside Japan’s Economic Transformation

Jun 6, 2024
Chetan Ahya, Morgan Stanley's Chief Asia Economist, and a panel discuss Japan's economic boom, with growing GDP, corporate vibrancy, and sustainable trends. Topics include rising nominal GDP growth, equity market highs, and a stronger equilibrium supporting capex trends. They also touch on factors affecting private capex, future prospects, and insights on corporate governance reform in Japan's equity market.
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