Rotate Away From Growth Into Value in Asia: Nomura

The video discusses the current state of company fundamentals in Asia, highlighting Japan's potential as a value market with strong fundamentals. It explores the divergence in central bank policies across Asia and their impact on markets, particularly in Korea, where social and economic changes are significant. The concept of stakeholder capitalism in Japan is examined, emphasizing the importance of dividends. The video concludes with a discussion on the role of dividend growth as a hedge against inflation, especially in Asian markets.

What is the expected market performance target for Japan by the year-end according to the head of Japan equity strategy?

• 28,000

• 35,000

• 32,000

• 30,000

What social issue in Korea is attributed to prolonged low interest rates?

• High unemployment

• Housing crisis

• Inflation

• Wealth inequality

What is the term used locally in Japan for stakeholder capitalism?

• Gap on shuggy

• Zaibatsu

• Keiretsu

• Kaizen

Why is dividend growth considered important in the context of inflation?

• It provides a hedge against inflation

• It attracts more investors

• It increases company profits

• It reduces consumer prices

Which Asian country is noted for having double-digit dividend growth, making it attractive for investors?

• Japan

• Vietnam

• India

• China