Invesco AM's Kinoshita on BOJ Policy

The video discusses the potential policy decisions of Mr. Kuroda, the economic conditions in Japan, and the expected changes in interest rates and bond yields. It also covers market positioning strategies and currency expectations, highlighting the resilience of domestic demand and the impact of foreign visitors on Japan's economy.

What is the expected action of Mr. Kuroda regarding the policy?

What factors are influencing Japan's export conditions according to the text?

What is the anticipated impact of raising interest rates on the economy?

What is the speaker's perspective on the future of export-oriented companies in Japan?

How does the speaker view the Japanese equity market in the context of domestic demand?