Making the Case for Optimism in Japanese Markets

The video discusses Japan's market, highlighting a shift from bearish to cautiously optimistic views. It explores the transformation in Japan's corporate environment, emphasizing improved governance and disclosure. The labor market faces demographic challenges, with low unemployment but stagnant wage growth. Increasing female workforce participation and addressing immigration are potential solutions, though cultural factors pose challenges.

What demographic challenges is Japan facing in its labor market?

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What strategies could Japan implement to address its labor shortage?

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