Goldman's Matsui on Japan's Economy, Stocks, 'Womenomics'

The video discusses Japan's economic recovery post-pandemic, highlighting a predicted growth of 4% in fiscal 2021. It covers the government's stimulus package aimed at supporting struggling sectors and households. Inflation and monetary policy are examined, with expectations of gradual recovery. The video also explores market outlooks, investment strategies, and the role of digitalization in enhancing workforce participation and productivity.

What are the expected impacts of the stimulus package on the service sector in Japan?

What investment idea is suggested for 2021 in the context of Japan's economy?

How does the demographic challenge in Japan affect its productivity levels?