Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Thematic (Sector/Industry)

<p>On Tuesday 9 January, the Bank of Japan (BoJ) surprised markets by announcing that it would reduce purchases of long-dated Japanese government bonds (JGB). In all, the BoJ cut buying of 10 to 25 year bonds and 25 to 40 year paper by Y10bn each, from its previous operations, to Y190bn and Y80bn respectively. Markets took a little while to decide whether this was good or bad news but have largely taken the move in their stride since. The yen ended the week stronger, the 30-year JGB yield eased…</p>

On Tuesday 9 January, the Bank of Japan (BoJ) surprised markets by announcing that it would reduce purchases of long-dated Japanese government bonds (JGB). In all, the BoJ cut buying of 10 to 25 year bonds and 25 to 40 year paper by Y10bn each, from its previous operations, to Y190bn and Y80bn respectively. Markets took a little while to decide whether this was good or bad news but have largely taken the move in their stride since. The yen ended the week stronger, the 30-year JGB yield eased…

Japan - More Than Ready for Tapering