Japan no Longer Benefitting From External Stimulus, Says AIA Group's CIO

The video discusses Japan's economic situation, highlighting the impact of past external stimulus, trade tensions with China, and the role of the Bank of Japan's policies. It examines inflation trends, labor market conditions, and the potential for wage increases. The analysis also covers Japan's stock market performance and investor sentiment, considering the influence of ETFs and international investors.

What factors have contributed to Japan's current economic situation according to the text?

How have trade tensions with China impacted Japan's economy?

What is the expectation regarding consumer behavior in Japan's economy?

What are the implications of the Bank of Japan's policies on inflation and wages?

Discuss the potential for improvements in Japan's stock market as mentioned in the text.