Jason Trennert: Why I'm Bullish on Japanese Equities

The video discusses the potential bullish case for Japanese equities, highlighting the challenges of structural reform and policy decisions. It examines the compelling valuations and dividend potential of Japanese stocks compared to Europe. The discussion also covers the impact of interest rate policies by the Bank of Japan and the importance of currency hedging when investing internationally. The speaker expresses cautious optimism about Japanese equities, noting the correlation between currency weakness and market performance.

What are the main concerns regarding structural reform in Japan as mentioned in the text?

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How does the speaker relate their experience with Japanese equities to HL Mencken's description of second marriages?

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What factors contribute to the speaker's bullish outlook on Japanese equities despite past disappointments?

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What is the significance of the Bank of Japan's movement away from negative interest rates?

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In what way does the speaker suggest that currency fluctuations impact the equity market in Japan?

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