Time to be Bullish on Japanese Equities?

The video discusses the potential bullish outlook on Japanese equities, driven by a weaker yen and a risk-on phase in the market. It highlights the importance of yield differentials in understanding investor behavior, particularly regarding Japanese investors and US Treasurys. The discussion also covers the divergence in central bank policies, with the Fed likely to raise rates and the Bank of Japan's aggressive bond-buying strategy. The video emphasizes that these dynamics are influenced by underlying economic conditions and company performance, rather than just currency differentials.

In what ways should investors approach the current market dynamics according to the speaker?

What are the implications of the performance of Japanese companies on investment decisions?