Bank of Japan Unlikely to Start Tightening Policy This Year, ANZ Says

The transcript discusses the impact of fluctuating oil prices and commodities on global markets, focusing on China's economic challenges and policy measures. It highlights China's structural issues, such as a shrinking population and high debt, which may lead to slower growth. The discussion also covers Japan's economic policy, particularly the BOJ's stance on inflation and currency strength.

What is the speaker's view on the effectiveness of Japan's monetary policy?

What does the speaker suggest about the relationship between the yen's weakness and inflation in Japan?