Nikko Asset Management Is 'Moderately Positive' on Japan Stocks

The video discusses the impact of a weaker Japanese yen on the equity market, highlighting its correlation with the U.S. Treasury yield and its benefits for corporate earnings. Despite these positives, global economic challenges, such as underperforming growth and inflation, pose risks. Japan's limited exposure to Russia and its strong corporate profits, despite demographic challenges, are noted. The video also explores the mixed effects of yen weakness on exporters, given the economic conditions in Europe and China.

In what ways have demographics affected investment in Japan?

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What mixed effects does a weaker yen have on exporters?

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