Invesco AM's Kinoshita on BOJ Policy

The video discusses the potential policy decisions of Mr. Kuroda, the economic conditions in Japan, and the expected changes in interest rates and bond yields. It also covers market positioning strategies and currency expectations, highlighting the resilience of domestic demand and the impact of foreign visitors on Japan's economy.

What is the expected action of Mr. Kuroda regarding the current policy?

• He will introduce a new policy.

• He will abolish the current policy.

• He is expected to leave the policy unchanged.

• He is likely to change the policy.

What is the main reason for Japan's challenging export conditions?

• Strong Japanese yen

• Slowdown in global demand

• High inflation rates

• Increase in domestic demand

What strategy is the Bank of Japan likely to adopt to achieve sustainable inflation?

• Increase interest rates immediately

• Support the economy to raise wages

• Decrease export tariffs

• Strengthen the yen

What is the expected impact on the 10-year JGB yield if the YC policy is abolished?

• It will decrease significantly.

• It will jump to 1% or beyond.

• It will remain stable.

• It will drop to 0.5%.

How is the Japanese equity market expected to perform compared to US and European markets?

• It will perform worse.

• It will perform similarly.

• It will perform better.

• It will not be affected.