Japan & Covid-19 - A Dog's Dinner
We are disappointed by the handling of the heath crisis in Japan, which compares poorly with regional peers – Korea, Taiwan and Singapore. The...
439 Views
BOJ Brings a Bigger Bazooka
As of this morning's BOJ Meeting and Monetary Policy Statement, we have the first explicit version of QE Unlimited. This is not unexpected. The...
387 Views
Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
397 Views
Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
421 Views
Mind the Gap! GPIF Goes Basis Hunting
On October 1, the GPIF released a comment about a change in Investment Policy for FY19 (this year to 31-Mar-2020). It only came out in Japanese. It...
575 Views