Barclays' Barth Makes the Case for a Stronger Yen

The video discusses the contrasting views on the yen and dollar strength, highlighting Marvin Barnes' disagreement with the consensus on the yen's undervaluation. It explores the yen's role in global asset allocation and its economic strength. The video also examines market reactions, investor behavior, and the impact of US-Japan yield differentials on currency trends.

What factors contribute to the perception of the yen as undervalued?

What does Marvin Barnes suggest about the yen in terms of global asset allocation?