Kei Nakamura - Senior Managing Executive Officer, Co-Head of Global Banking Unit, SMBC

Kei Nakamura discusses Japan's economic turning point, emphasizing a shift from deflation to growth. He highlights the new Prime Minister's economic measures focused on cost of living, investment, and security. Investment themes center around defense, AI, semiconductors, and digital infrastructure. The discussion covers SMBC's strategy for quality growth through diversification. Nakamura stresses the importance of long-term relationships over short-term profits, referencing the company's 400-year history. The Middle East's role in energy supply and its growing importance as a trade hub is also explored. Foreign investment is a key topic, with Japan aiming to attract global investors. The FII Priority Summit in Tokyo is seen as a valuable opportunity for business leaders and investors. Ana Blanquart facilitates the conversation, exploring various perspectives on Japan's economic outlook.