What is the main reason the speaker feels hopeful yet often disappointed about Japanese equities?
Jason Trennert: Why I'm Bullish on Japanese Equities

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5 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
The consistent structural reforms in Japan
The frequent changes in Japanese government
The historical pattern of unfulfilled economic promises
The high volatility in Japanese stock markets
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is considered a 'sleeper call' for Japanese equities according to the speaker?
Strong earnings growth
Dividends
Compelling valuations
High dividend payout ratios
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What was a significant policy experiment in Japan that the speaker mentions?
Introduction of a new tax system
Implementation of negative interest rates
Increase in government spending
Reduction in export tariffs
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Why does the speaker find Japan more interesting than Europe for investment?
A weaker Japanese currency could boost the equity market
Europe offers higher dividend payouts
Europe has better economic stability
Japan has a stronger currency
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is a crucial strategy when investing in international stocks, according to the speaker?
Investing solely in European markets
Hedging currency risks
Focusing only on domestic stocks
Avoiding currency hedging
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