Japan Stock Market 'Attractive,' Principal Global's West Says

The video discusses the future of the Yen against the US Dollar, predicting a weaker Yen by year-end. It explores the impact of the Bank of Japan's policies on Japanese equities, suggesting Japan remains an attractive market despite potential BOJ influence changes. The discussion shifts to emerging markets, highlighting Asia as a preferred region due to favorable valuations and policy responses, particularly in China.

What is the expected trend for the Yen against the US dollar by the end of the year?

• Fluctuating Yen

• Stable Yen

• Weaker Yen

• Stronger Yen

What is the expected growth in earnings per share for Japan this fiscal year?

• 12%

• 10%

• 8%

• 5%

What is the impact of BOJ's potential policy changes on specific stocks?

• Decrease in stock prices

• No impact

• Significant adjustments

• Increase in stock prices

Which region is considered the preferred market within emerging markets?

• Europe

• Africa

• Asia

• South America

Which sectors are being focused on for opportunities within domestic markets?

• Real Estate and Industrials

• Technology and Finance

• Consumer Discretionary and Healthcare

• Energy and Utilities