Japan Post's CEO on Japan Economy, JGBs, U.S. Investments

The video discusses Japan's economic outlook, highlighting a potential 1% GDP growth, which is an improvement from previous years but still modest compared to the 1960s and 70s. It covers Japan's interest rates, which are expected to remain low due to ongoing deflation and QE policies. The speaker explains the need for international investments to achieve better returns, despite foreign exchange risks. The impact of rising US interest rates and trade wars on investment strategies is also examined. The video concludes with a focus on mergers and acquisitions, emphasizing caution and strategic planning.

What is the current exposure to emerging market bonds as mentioned in the text?

How does the trade war between the United States and China affect investment strategies?

What was the price paid for the acquisition of the Tool company, and what was the initial valuation?