Deutsche Bank: Why We're Optimistic on Japanese Equities

The transcript discusses the positive outlook for the US economy, driven by potential fiscal policies and a strong consumer base. It highlights divergent monetary policies globally, with the US and UK tightening, while Europe and Japan ease. The discussion also covers optimism for Japanese equities due to a weaker yen and attractive valuations. Finally, it emphasizes a favorable view on US equities, particularly in the technology sector, due to expected earnings growth.

What are the expected impacts of President Trump's potential policies on the US economy?

How do central banks in the US and UK differ from those in Europe and Japan regarding monetary policy?

What reasons are given for optimism regarding Japanese equities?

What factors contribute to the expected growth of the US economy this year?

What is the expected trend for US equities based on recent earnings reports?