Louis Chua

Louis Chua, an Asia equity research analyst at Julius Baer, dives into Japan's economic transformation driven by the growth-focused policies of its first female Prime Minister, Sanae Takaichi. He discusses how 'Sanaenomics' is revitalizing investment in infrastructure and tech, alongside a surprising rise in inflation and wage growth. Chua highlights the influence of activist investors on corporate reforms and the positive trends in Q3 earnings. He also examines the impact of a weakening yen and the attractiveness of Japanese bonds for global investors.