LGT Capital's Kumada: Don't Be Too Negative on Japan

The transcript discusses Japan's economic outlook, highlighting optimism despite recent inflation data. It addresses demographic challenges, particularly the aging population, and its impact on growth. The conversation emphasizes Japan's corporate efficiency and potential for innovation, especially in robotics and AI. It also touches on the volatility of the yen and the need for a rule-based monetary policy.

In what ways can declining populations lead to positive outcomes for Japan?

What role does technology, such as robotics and artificial intelligence, play in Japan's economic strategy?