The relative lack of capital inflow or outflow due to the general difficulty in business travels to/from Japan will leave the Japanese equities and FX rates relatively unchanged.
As of now, US officials are talking about two possible interest rate hikes for 2023. According to Bloomberg, seven of the 18 FOMC members want to raise rates in 2022, up from four in March.
The US healthcare & tech sectors' commitment to R&D spending in treatments and solutions to COVID-19 issues further improve their prospects.
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