Seeing Drivers for Japan to Come Back, Outperform: UBS’s Issel

The video discusses Japan's economic recovery amid states of emergency, highlighting market drivers and the impact of global financial trends. It explores the tech sector's growth potential and investment opportunities, emphasizing the need for portfolio diversification. The video also examines the energy and commodities market, noting the role of capital discipline and structural changes in the oil industry.

What are the potential risks associated with the numerous states of emergency observed in Japan?

How might the reopening of Japan's economy be affected by current market conditions?

What factors are influencing the Japanese financial market's sensitivity to the 10-year yield?

What are the implications of the expected demand for commodities on materials and energy companies?

In what ways could the capital discipline shown by oil majors since 2014 impact future investments?