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>> No.16909672 [View]
File: 94 KB, 890x948, Screen Shot 2020-01-18 at 10.14.39 PM.png [View same] [iqdb] [saucenao] [google]
16909672

>>16909484
BULLISH
>BULLISH
BULLISH
>BULLISH

https://www.morganstanley.com/ideas/thoughts-on-the-market-garner

>Japan now has a higher labor force participation rate than the other advanced economies
>female participation in the workforce is significantly higher than the US
>immigration is picking up
>Deflation is reversing: wages, prices, and employment are rising

>CapEx is the highest it's been in 20 years (indicating that Companies/CEO's are much more optimistic--something we haven't yet managed in the US)

>steady improvement in dividend payouts and share buybacks

https://www.morganstanley.com/ideas/japan-equities-turnaround

However... interest rates and pic related

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