Japan’s Unity of Policy Will Be One of Abe’s Successes, Says Nomura’s McCafferty

The video discusses the Nikkei 225 projections for 2020, highlighting the role of global economic factors and Japan's political stability. It explores institutional changes, such as migration and corporate engagement, and the impact of Abenomics. The video also covers the rise of shareholder activism within Japan, emphasizing the shift towards local asset managers challenging corporate practices.

What is the predicted value of the Nikkei 225 index by the end of 2020?

• 20,000

• 25,000

• 30,000

• 35,000

Which factor is NOT mentioned as influencing the Nikkei 225 prediction?

• Cyclical company earnings

• Global recovery

• GDP growth outside Japan

• Domestic political changes

What is a key feature of Japan's current political environment?

• Unity of policy between government and Central Bank

• High inflation rates

• Political instability

• Frequent changes in leadership

What demographic change is highlighted in the discussion?

• Increase in non-Japanese nationals

• Aging population

• Urbanization

• Decrease in birth rates

What is a new trend in Japanese corporate governance?

• Expansion of state-owned enterprises

• Reduction in corporate taxes

• Rise of local activist shareholders

• Increased foreign investment