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SECTOR ETFEWJDXJBULLISHIn depth · 4/5

No single ticker was named. Japan ETFs are one way for retail investors to get exposure. Not a recommendation.

Japan's investment case on four key pillars

The strategist laid out a constructive case for Japanese equities based on political stability post-election, decent earnings growth with yen tailwind, exposure to structural themes like US re-industrialization, and corporate governance improvements.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Japan's investment case on four key pillars · Zortix