Japanese Yen's 'Sweet Spot' Around 125, UBP's Calder Says

The video discusses the dynamics of foreign and domestic investment in Japan, highlighting the sporadic nature of market outperformance. It examines the role of corporate governance improvements and the Tokyo Stock Exchange's (TSE) pressure on companies to enhance profitability. The discussion also covers the potential strengthening of the yen and its implications for Japan's economic outlook.

What factors have contributed to the return of domestic investors in Japan?

How has corporate governance in Japan changed over the years?

What role does the TSE play in influencing corporate profitability in Japan?

In what ways have companies in Japan responded to pressure from the TSE?

What is the expected impact of the BOJ's actions on the yen's value?