ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
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Corporate Governance in Japan: What's at Stake
Our recent policy work on Japanese structural reform has compelled us to examine contemporary issues surrounding corporate governance in the APEC...
494 Views
Why Overcoming Deflation Is Not Enough Part III: Corporate Governance
What we know so far: IST matters, as do regulation and capital allocationSo far, in our series on Japanese Total Factor Productivity, we have used...
377 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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