Nicholas Smith, Japan Strategist at CLSA in Tokyo, shares his perspectives on the Japanese markets, how foreigners have left just as profit growth was accelerating, why the Bank of Japan ETF buying spree has had little effect, and warns against underestimating Suga-san as Prime Minister.
Note: Any comments referencing the markets are made as of the recording on Tuesday, November 10, around 2pm JST.
Nicholas has ranked #1 for Japan strategy in Asiamoney’s Brokers Poll eight years running, since 2013. Nicholas has been in Japan since 1987, and has been covering Japanese equities since 1990. He first came to Japan as British Universities and Royal Navy & Royal Marines judo champion, before joining Jardine Fleming Securities in the tumult of 1990. During his 10 years there, he ranked #1 in the chemicals & oil sector and was head of the global oil & chemicals team. He then worked for four years in hedge funds, making investments across all sectors. Nicholas joined CLSA in 2011.
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