CLSA's Smith on Ueda as Next BOJ Governor

The video discusses the impact of Japan's interest rate normalization on various sectors, highlighting the financial sector's challenges and the importance of nuclear power. It examines inflation trends, wage growth, and the shrinking population's effects on the economy. The video also addresses the need for effective communication to manage market speculation and the importance of a strong team at the Bank of Japan.

What challenges do companies in Japan face regarding cost increases?

How does the new governor's communication style differ from the previous one?

What are the potential consequences of continuing the current bond-buying strategy in Japan?