285. Demographics, automation, and AI: Japan's complex landscape

<p>Sophia Li, manager of FSSA Japan Focus, joins us to discuss the driving forces behind the strong performance of the Japanese stock market in 2023. We delve into the influence of foreign investors - particularly Warren Buffet - on the Japanese market and whether their growing confidence should serve a positive indicator for long-term investors. We discuss the consequences of Japan's aging population on the economy and how the impact of this varies for different companies. Sophia also shares insights on the adoption of cashless payments in Japan, as well as its strengths in robotics, automation, and AI and how...