Japan is undergoing a profound economic transformation under its first female Prime Minister, Sanae Takaichi, whose growth-focused "Sanaenomics" policy drives investment in critical areas such as infrastructure, tech and energy. After decades of deflation, inflation has reached 2.9%, supported by a robust 5% wage growth, boosting consumption and corporate earnings.In this episode, Ayako Lehmann speaks with Louis Chua, Asia equity research analyst at Julius Baer, about the investment landscape for Japan, against a backdrop of structural corporate reforms, strengthening earnings, and rising shareholder returns, and explores the opportunities and risks to watch ahead.<ul><li>(01:25) - What can we expect from Sanae Takaichi’s agenda?
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<li>(02:25) - Japan’s shifting economic landscape
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<li>(03:40) - Green shoots in Japan corporate reform
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<li>(05:21) - Growing influence of activist investors
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<li>(06:50) - Takeaways from Q3 earnings
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<li>(08:39) - Diverging paths between small and large caps
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<li>(10:17) - How does the weakening Yen impact Japanese businesses?
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<li>(11:31) - Risks to watch
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<li>(13:33) - Rising Japanese bond yields – a cause for concern?
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<li>(15:07) - Are Japanese bonds finally attractive for international investors?</li>
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