State Street's Lacaille Sees 'Actual Changes' in Japan

The video discusses Japan's financial landscape, focusing on changes in governance and economic recovery since Abenomics. Despite skepticism, recent results show improvement, though inflation remains below target. Investment opportunities are explored, highlighting technology and industrial sectors over banks. The yen's impact on earnings is considered, with expectations of growth justifying current valuations.

What are the key changes observed in Japan's corporate governance over the past few years?

How has Abenomics impacted Japan's economy according to the text?

What challenges does Japan face regarding inflation and the labor market?

Which sectors are suggested to have potential for investment in Japan?

What is the expected earnings growth in Japan, and how does it relate to valuations?