ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
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BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
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Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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Japan Bullish Breakout Stock Bets
Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min. Our...
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