The Next BoJ Governor, What If It Is Not Kuroda?
The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...
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2018 Outlook: Part 2 – Global Investment Cycle Turning?
The view a year ago was that the USD rally would reverse as US reflation euphoria faded, 10-yr Treasuries were more likely to test 2% than 3 and...
262 Views
Company Law Reform in Japan: Losing Its Mojo?
This year, Japan’s governance reform drive will either keep going, or run out of steam. Judging from the amendment of the Company Law that is now...
290 Views
JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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The Market Sentimentalist - Monetary Delusions
SummaryLast September the BoJ announced a major change to its monetary policy operations. It introduced an explicit target for long-term Japanese...
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