Why Daiwa Strategist Kitney Is Overweight Japanese Equities

The video discusses the impact of yield control by the Bank of Japan on equity markets and banks, focusing on the fixed yield curve and its effects on net interest margins. It highlights the trends in the equity market, particularly in Japan, and examines the country's market position in the Asia Pacific region. The discussion also touches on the influence of the U.S. dollar and the potential benefits for Japan's financial sector.

In what ways does the current environment favor Japan's equity market?

What factors are contributing to the valuation compression in Japan's market?