Ishihara: Expect Japan Rate Hikes in January

The video discusses the Bank of Japan's decision to keep interest rates unchanged and the potential for a rate hike in January. It explores the impact of BOJ's tone on currency volatility, particularly the US dollar and Japanese yen. The discussion also covers government measures to address yen levels and political interest in controlling inflation. Additionally, it examines the dynamics within the BOJ board and the economic situation, including domestic consumption and central bank actions. Finally, the video provides insights into asset allocation and market outlook, highlighting Japanese equities as a diversifier.

What is the BOJ's current stance on interest rates?

• They have decreased rates by 50 pips.

• They have not made any decision yet.

• They have left rates unchanged.

• They have increased rates by 25 pips.

How might the BOJ's tone affect the US dollar and Japanese yen?

• It will only affect the US dollar.

• A hawkish tone could strengthen the yen.

• It will have no effect.

• A dovish tone could add pressure on the yen.

What unexpected tone did the US Federal Reserve convey?

• Rates will increase rapidly.

• Rates will stay the same.

• Rates will remain higher for longer.

• Rates will decrease soon.

What is causing concern regarding the Japanese yen?

• It is too weak against the dollar.

• It is stable against the dollar.

• It is too strong against the dollar.

• It is fluctuating unpredictably.

What was notable about the recent BOJ board decision?

• All members voted unanimously.

• A board member voted against the decision.

• The decision was leaked early.

• The decision was postponed.

What is the current state of domestic consumption in Japan?

• It is very strong.

• It is moderately strong.

• It is unpredictable.

• It is weak.

Why are Japanese equities considered attractive?

• They have low volatility.

• They are a great diversifier with strong fundamentals.

• They offer high dividends.

• They are overvalued.