“[Corporately], shares have moved to more active shareholders. And profits have turned around, and free cash flow in corporate Japan is looking good. The turnover in the [Nikkei stock] market on [the day before the election] was ´3 trillion [$31.5 billion], a level not seen since 1989. Even though expectations about Japan are still quite low, so far it looks like a recovery. I think the positives outweigh the negatives.”

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