Japanese Firms Under Test on Yen Move: Asia Week Ahead

The video discusses the economic focus on Japan due to the yen's strengthening post-Fed meeting, impacting companies like Nintendo and Toyota. It also covers the recovery in US tech, highlighting Softbank's losses and Apple's iPhone sales rebound. The Chinese earnings season shows weak results, prompting a shift in focus to India and South Asia for potential offsetting performance.

What is the expected impact of the yen's strengthening on Japanese companies?

• Reduction in production costs

• Decrease in export revenue

• Revision of earnings guidance

• Increase in domestic sales

What potential change is the Bank of Japan considering?

• Expanding monetary easing

• Conducting a long-term policy review

• Increasing interest rates

• Reducing inflation targets

How did SoftBank's Vision Fund perform last quarter?

• It suffered over ¥700 billion in losses

• It had minor losses

• It broke even

• It reported significant profits

What recent trend in Apple's sales might indicate a recovery in the smartphone industry?

• Increase in iPad sales

• Rise in Apple Watch sales

• Rebound in iPhone sales

• Growth in MacBook sales

What is the current status of the Chinese earnings season?

• About 39% of companies beat estimates

• Most companies exceeded estimates

• No companies have reported yet

• All companies reported losses