Japan Posts Bigger-Than-Expected Trade Deficit in January

What is the main reason for the Japanese market's dependency over the last few years?

• Technological advancements

• Monetary policy

• Structural reforms

• Increased exports

How has the increase in off-book wealth products in China affected the short-term economic outlook?

• It has led to a decrease in commodity prices.

• It has caused a significant economic downturn.

• It has resulted in a stronger yen.

• It has supported commodity prices and exports.

Which two Japanese stocks are highlighted for their potential growth?

• Toyota and Panasonic

• Shiseido and Sony

• Honda and Nissan

• Mitsubishi and Fujitsu

What is a key factor in Sony's potential turnaround story?

• Expansion into new markets

• Strong management and assets

• Reduction in production costs

• Increased government support

Why is it important to invest in global companies according to the discussion?

• To support domestic industries

• To avoid currency fluctuations

• To benefit from strong fundamentals and valuations

• To gain exposure to local markets