PBOC Would Have to Respond to Trump Tariffs, BNP Says

The video discusses the strategic approach to potential tariffs on Chinese imports, focusing on their impact on the US economy and consumer. It explores investment themes like MNA and construction, and the implications for portfolio repositioning, particularly in regions with strong ties to China. The video also highlights the long Japan strategy, emphasizing Japan's economic acceleration and its relative protection from tariff impacts.

In what ways is Japan expected to be more protected from the impacts of tariffs compared to other countries?

What factors contribute to the positive outlook for Japanese equities in the context of global tariffs?