BNP Paribas WM Says 'Positive' on Japan Stocks, Emerging Markets

The video discusses the attractiveness of Japanese equities, highlighting their favorable valuations compared to global markets. It emphasizes the importance of corporate governance reforms and improved shareholder returns in Japan. The potential benefits of China's reopening for Japanese stocks and emerging markets are explored, with a focus on industrial stocks and automation. The weakening dollar is also noted as a positive factor for emerging markets.

What are the current valuations of the Japanese market compared to the MSCI World and US markets?

What is considered a significant catalyst for the improvement in Japanese equities?

How are foreign investors approaching the China reopening story in relation to Japanese stocks?

What role do industrial companies play in the context of the China reopening trade?

What are the expectations for emerging markets in relation to the China reopening?