Japanese Funds Have Been Net Sellers of U.S. Bonds

The video discusses the challenges faced by Japanese investors due to the strong yen, which has led to increased hedging costs and a shift away from US Treasurys. The conversation highlights the need for guidance from Jay Powell on Fed rate hikes. Additionally, the video explores the decline of stock picking in Japan despite improvements in corporate governance and return on equity, with insights from Sean Taylor of Deutsche Asset Management.

What changes in corporate governance have been observed in Japan over the last few years?

What does Sean Taylor suggest about the current state of analysts in the Japanese market?