Japanese Lessons

This podcast episode discusses the recent rise of the Nikkei 225 stock index in Japan and the factors that have supported this growth. Despite a long history of economic challenges, Japan is showing signs of improvement, with a return to inflation, a shrinking government debt, and a renewed focus on shareholder interests. While challenges remain, including a declining population and low interest rates, Japan's stock market presents compelling valuations relative to other global markets and offers a potential opportunity for portfolio diversification. Overall, the episode highlights the resilience of the Japanese economy and suggests that it is turning a corner.

Outlines

Sign in to continue reading, translating and more.

Continue

Notes on the Week Ahead

Japan's Nikkei 225 Index Breaks 40,000 for the First Time in 35 Years

Japan's Economic Journey: Lessons from Bubbles and Population Decline

Japan's Economic Challenges: Population Decline, Deflation, and the Limits of Monetary Policy

Japan's Economic Recovery: Lessons Learned from Deflation and Stimulus

Japanese Stock Market: Valuations Matter in the Long Run

Japanese Lessons

Notes on the Week Ahead

00:03Japan's Nikkei 225 Index Breaks 40,000 for the First Time in 35 Years

Japan's Nikkei 225 Index Breaks 40,000 for the First Time in 35 Years

03:07Japan's Economic Journey: Lessons from Bubbles and Population Decline

Japan's Economic Journey: Lessons from Bubbles and Population Decline

05:13Japan's Economic Challenges: Population Decline, Deflation, and the Limits of Monetary Policy

Japan's Economic Challenges: Population Decline, Deflation, and the Limits of Monetary Policy

07:51Japan's Economic Recovery: Lessons Learned from Deflation and Stimulus

Japan's Economic Recovery: Lessons Learned from Deflation and Stimulus

10:55Japanese Stock Market: Valuations Matter in the Long Run

Japanese Stock Market: Valuations Matter in the Long Run