Harry Ishihara
speaker
237 appearances
2 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Harry Ishihara’s voice in public audio — every appearance, attributed to the second.
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Appearances
So there is money coming in.
And finally, um foreign direct investment into Japan.
That's that's traded places with China now, which had plunged.
Um and so FDI into Japan is that.
Yes, Japan women's trying to become a tech hub.
Um and that's that's part of the story.
But I think the the bigger part is the famous one about um companies pulling out of China, investing in Japan instead.
And it's supported by fantastic uh
Oh wow.
That that's a question mark.
I mean, um US firms are still flocking to Japan to to try to get Japanese investors interested in their projects, PE firms, etcetera.
Um Warren Bucket reloaded his yen investing capacity in October.
I think he did the largest yen deal ever.
Um so uh there's there's a lot of money here.
Um and Japanese investors
are looking abroad uh more aggressively because we've had a very, very long period of low rates here.
So I think it's a good dynamic that people are coming here to pitch the Japanese investors and Japanese investors
But I think it's tilted to uh a weaker yen.
I think the consensus is tilting towards a weaker yen.
The sandwich was between, for example, those who argued for a stronger yen were saying that, oh, the BOJ is hiking rates.
Showing 61–80 of 237 · page 4 of 12
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