Can Japan Outpace The West Again? Japan’s Secret Comeback Revealed

Marc El-Lazidi, Fund Manager at Merill Funds, delves into Japan’s evolving macroeconomic outlook amid shifting global monetary policies and internal structural changes. He unpacks the Bank of Japan’s cautious approach to policy normalization following decades of ultra-loose monetary conditions, and the implications for interest rates, inflation, and currency dynamics. As global markets adjust to diverging central bank paths, he offers valuable insights on Japan’s unique position within the global investment landscape, emphasizing the importance of selective exposure and long-term structural themes.

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