Bank of Japan May Hold 'Live' Meeting This Week: Lombard Odier

The video discusses the outlook for the Japanese economy, highlighting a significant rally in the market driven by yen weakness. It explores potential policy changes by the Bank of Japan (BOJ) and the impact on market sentiment. The BOJ's careful communication strategy is analyzed, along with economic indicators like inflation and wage growth. The video also covers investment strategies in Japanese equities, focusing on domestic demand and a balanced approach to large and mid-small caps.

In what ways could the appreciation of the yen impact domestic demand?

What is the significance of focusing on both large caps and mid/small caps in the current market?