Exploring the Impact of Economic Reforms on Japan's Market Revival With Mike Bird

Prepare to navigate the intriguing world of Japan's market revival and reforms with economist and Asia business and finance editor, Mike Bird. He shares insights on the surge in investor confidence, bolstered by corporate governance reforms led by Shinzo Abe. The ripple effects of international hedge funds like Elliot, and their increased presence in Japan, are also explored. So, buckle up for a deep dive into the economic landscape of Japan and how these reforms are reshaping its markets.

From the rally in the Nikkei to the implications of the corporate governance code changes for small-cap companies, we leave no stone unturned. We probe the unique effects of the strong yen on domestic companies and contrast them with the impacts on large caps. We also explore the influence of these market reforms on social issues, such as declining fertility rates. Discover how this demographic change could possibly affect innovation and productivity and the possible interventions by governments to encourage a higher birth rate.

We wrap up the conversation with an examination of the potential implications of the Bank of Japan's policy of Yield Curve Control. We discuss the risks associated with Japanese interest rate risk and the effects of higher yields on foreign assets. Join us as we unravel the potential for a credit event sparked by Japan and the crucial role of communication in decisions to drop yield curve control. This engaging discussion promises to leave you with a nuanced understanding of the changing face of Japanese markets.

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The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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