The State of Emergency was lifted for 39 of 47 prefectures in Japan last Thursday, May 14. Japanese companies are restarting business, but there is significant concern that coronavirus cases will start to rise again. As if all that wasn't enough, amidst this fluid situation Japanese companies are currently releasing fiscal year 2019 earnings.
In this episode MUFG's Takahiro Sekido, Chief Japan Strategist of Global Markets Research, discusses Japanese Prime Minister Abe's 2nd fiscal stimulus package, risk appetite among Japanese investors, cross border flows and his view on the Yen, JPY rates and USDJPY basis.
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