In this engaging discussion, Ayako Fujita, Head of Japan Economics at JPMorgan, analyzes the shift from Abenomics to Sanae-nomics under new PM Takaichi. Rie Nishihara, specializing in equity strategy, shares insights on how fiscal policies may bolster Japanese stocks, particularly in sectors like defense and AI. Junya Tanase, an FX expert, discusses the possible implications of BOJ policy changes on the yen, emphasizing market expectations around interest rate hikes and their potential impact on dollar/yen dynamics. The conversation uncovers the nuanced interplay of Japan's macro landscape.
