BlackRock Upgrades Japan Equities

The video discusses the optimism for economic acceleration post-COVID, focusing on Japan's recovery and policy revolution. It highlights Japan's sophisticated export sector and the global activity restart. The discussion also covers Japan's unorthodox policy measures, including a significant fiscal and monetary policy blend, and their impact on equities. The video further explores the sectoral impact of these policies in Japan, emphasizing corporate reform and shareholder returns. Finally, it addresses Asia's economic strength and adaptability post-COVID, with a preference for North Asia due to its robust balance sheets and tech data.

What are the expected economic consequences of the policy revolution mentioned?

Why is Asia preferred for investment post COVID?