The View Beyond: Japan’s structural revival takes centre stage
About this episode
Strong earnings, improving shareholder returns, corporate reforms, and continued AI-related demand have reinforced the case for Japanese equities. But with a stronger yen and policy normalisation underway, can Japan's momentum continue?
In this episode, Cheng Hin Saw, Head of Investment Specialists at Julius Baer, speaks with Louis Chua, Equity Research Analyst Asia, about the latest earnings season, the outlook for AI and the Japanese yen, opportunities beyond technology, and the structural drivers underpinning their constructive view on Japanese equities.
- (00:00) - Introduction
- (01:13) - Key highlights of a strong earnings season
- (03:19) - Why does management guidance remain conservative
- (04:26) - A pickup in earnings revisions
- (05:25) - Has the dynamic between yen and Japanese equities changed?
- (07:14) - Why are we still positive on AI?
- (08:16) - Japan’s position in the AI ecosystem
- (09:00) - Opportunities beyond AI
- (10:00) - The big narrative shift
- (10:44) - Why we remain constructive on Japan
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