Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election
Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would...
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Japan Stock Market Strategy - Is It Time to Put the Risk-On Trade Back On?
The risk-on trade that dominated market proceedings in the second half of 2016 was more about a reversal from an oversold position than reflective...
168 Views
The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers
SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus,...
345 Views
Abe Considers Snap Election
Following widespread newspaper speculation over the long weekend, Japan's Prime Minister, Shinzo Abe, has said he’ll decide on calling a...
204 Views
Japan's QQE Experiment - An Alternative View
In the wake of the downward revision to Japanese GDP, the anti-Abenomics brigade has been banging the drums again, arguing that not only has the...
179 Views