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The Nikkei 225 hit a fresh record high just back in March, with its returns for the year so far outpacing major global peers.
Some see this year's rally as a fully justified move, having been years in the making, while Japan has become a more attractive investment destination amidst inflated valuations and uncertainty in other markets. Others however harbour doubts about the scale of its rise, likely as many still recall the popping of the asset bubble in the early 90s.
Join us as we take a closer look at Japanese stocks, the economy, and matters around the Bank of Japan to better assess how much has changed since the last time the Nikkei 225 has traded at these levels.
About the speaker:
Mooris is an FX & Rates Analyst with Informa Global Markets (IGM), and has been focused on delivering commentary on Asia-Pac sovereign bonds (particularly JGBs) and G10 FX markets to institutional clients across banks and funds for the past two and a half years.
His work allows him to dive into topics he is passionate about (economics and current affairs), and he believes that still relatively new BOJ Governor Ueda has been doing a masterful job at the Bank as Japan prepares to possibly exit its "lost decades" - which makes the speaking topic all the more interesting to him.