Japan Is Still Extremely Cheap, Says CLSA's Smith

The video discusses Japan's market potential, highlighting its low valuations, strong growth story, and abundant cash reserves. It contrasts Japan's economic situation with the US, emphasizing Japan's late reopening and tourism boom. The discussion includes Buffett's investment philosophy, Japan's financial landscape, and the BOJ's stance on inflation. The video suggests focusing on Japan's domestic growth and high dividend yields, while considering the potential for policy normalization by the BOJ.

What is the significance of share buybacks in Japan's market?

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How does the aging farming population in Japan affect its economy?

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