logo
episode-header-image
Jan 2024
21m 6s

162: Is Japan At An Inflection Point?

Blackrock
About this episode
Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able live up to its potential and redefine its role on the glo ... Show More
Up next
Nov 6
277: Global Equity Markets: Can the Stock Market Rally Continue Beyond AI?
Global equity markets have delivered strong returns in recent years, fueled by corporate earnings growth, the expansion of artificial intelligence, and trillions of dollars in technology investment. But with a relatively small group of companies accounting for much of the US stoc ... Show More
23m 31s
Oct 30
276: Rewiring Retirement Around The World: What Can We Learn?
Retirement planning is being transformed around the world. As people live longer, traditional pension systems evolve and governments face growing financial pressures, individuals are taking on greater responsibility for their retirement savings and income. But with no single glob ... Show More
23m 26s
Oct 16
275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets
Geopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over artificial intelligence and critical technologies is becoming an increasingly important part of national securi ... Show More
26m 39s
Recommended Episodes
Jun 2023
It’s Time to Buy Japan
<p>It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.</p> <p>Japan is full of high-quality companies, its stock market just hit a 3 ... Show More
46m 34s
Aug 2023
Daniel Blake: Japan’s Surge in GDP Growth
<p>While recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan St ... Show More
3m 47s
Mar 2024
Lots More on Why Japanese Stocks Are Surging
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ... Show More
32m 9s
Mar 2024
Asia Equities: A Quarter of Dispersion
tail spinning
4m 5s
Jan 2024
Can Japanese Equities Rally in 2024?
tail spinning
3m 20s
Aug 2024
What’s Next for Japan After Rate Hike?
tail spinning
9m 13s
Oct 2025
How Politics Affect Global Markets
Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Read more insights from Morgan Stanley.----- Transcript ----- Political developments in Japan ... Show More
5m 6s
Apr 2023
Warren Buffet Doubles Down on Japan
In today's Market Depth, Weston Nakamura discusses the Bank of Korea holding rates unchanged (again), a surprise decline in China CPI, as well as falling CPI - and what it may mean for PBOC policy going forward, and the Bank of Japan's first press conference under new leadership ... Show More
18m 9s
Jun 2023
All Eyes On The Yen Getting Crushed As Bank Of Japan’s Ueda Makes His First International Appearance
After being sidelined by coronavirus, Weston Nakamura returns to Market Depth with charts and graphics to discuss the Japanese yen edging ever closer to the critical 145 level against USD - currently the single most important market and price level anywhere, as markets are on Jap ... Show More
40m 31s
Listen to millions of songs and podcasts on Anghami