Japan Stock Market 'Attractive,' Principal Global's West Says

The video discusses the future of the Yen against the US Dollar, predicting a weaker Yen by year-end. It explores the impact of the Bank of Japan's policies on Japanese equities, suggesting Japan remains an attractive market despite potential BOJ influence changes. The discussion shifts to emerging markets, highlighting Asia as a preferred region due to favorable valuations and policy responses, particularly in China.

What is the expected trend for the Yen against the US dollar by the end of the year?

How does the speaker view the attractiveness of Japan's market compared to other Asian markets?

What factors are influencing the earnings expectations in Japan's market?

What is the speaker's perspective on the impact of the Bank of Japan's potential changes on the market?

Which sectors does the speaker suggest looking for opportunities in within the Chinese market?