Why Japan is a BlackRock favourite
The BlackRock Investment Institute has doubled down on Japanese equities. Its chief strategist explains why, and where in Asia it’s picking market growth next.
00:00 – Intro
00:30 – Japan growth
02:19 – BlackRock APAC chief strategist interview
03:24 – “Corporate revolution”
04:39 – Low investment
06:13 – Inflation & weaker Yen
09:09 – Return on equity
11:09 – Is China back?
13:43 – India opportunity
15:39 – US equities strength
17:39 – Interest rates
19:56 – Economic impact
22:38 – BlackRock Investment Institute update
24:13 – Neutral positions
25:46 – Outro
Credit to : nzherald.co.nz