Goldman Sachs Is 'Relatively Constructive' on Japan

The video discusses the impact of yen strength on Japanese equities, noting that a yen at 130 is not historically strong. It provides a market outlook for 2023, predicting a volatile but directionless market with sector rotation. Investment opportunities are highlighted in financials and tourism sectors, with a focus on corporate governance improvements in Japan.

What does the speaker mean by 'normalization' in the context of Japan's economy?

What is the expected impact of inbound tourism on the Japanese market?

What changes in corporate governance are being observed in Japan?