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Disruptive Forces in Investing

The Wonders of Japan’s Economy

May 21, 2024
Kei Okamura, Portfolio Manager, discusses Japan's economic prospects, geopolitical dynamics, and challenges for investors. Topics include Nikkei 225, TOPIX, Bank of Japan's rate hike, investment strategies, and the appeal of Japan's market for global investors.
19:03

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Japan's economic pillars include wage growth and government reforms, attracting investors.
  • Geopolitical neutrality and strategic location favor Japan in attracting global businesses and investments.

Deep dives

Japanese Market Trends in the Last Year

Japanese equities, led by Nikkei 225 and topics, gained over 30% in the past year, with the Japanese yen depreciating against major currencies. Key pillars supporting Japan's economic and equities market include wage growth, stabilizing consumer prices, and committed government reforms. Japan has become a favored investment destination due to geopolitics.

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