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Japan Equities: Short-term challenges, long-term opportunities
Manage episode 436232382 series 2908036
How should investors position in Japan markets in light of the recent intense volatility in Japanese indices?
Join Kelly Chia, Deputy Head of Research Asia at Bank Julius Baer, and Alexander Treves, Managing Director and Head of Investment Specialists, EMAP Equities at JP Morgan Asset Management, as they share their expert perspectives on how Japanese stocks are likely to fare in a rising Yen environment. They also explore the outlook for the Bank of Japan, and examine critical factors shaping Japan’s economy, including inflation trends and ongoing corporate reforms.
298 episoder
Manage episode 436232382 series 2908036
How should investors position in Japan markets in light of the recent intense volatility in Japanese indices?
Join Kelly Chia, Deputy Head of Research Asia at Bank Julius Baer, and Alexander Treves, Managing Director and Head of Investment Specialists, EMAP Equities at JP Morgan Asset Management, as they share their expert perspectives on how Japanese stocks are likely to fare in a rising Yen environment. They also explore the outlook for the Bank of Japan, and examine critical factors shaping Japan’s economy, including inflation trends and ongoing corporate reforms.
298 episoder
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