Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year. Latest Positioning OverviewJapan's...
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Abe Government Unlikely to Last Beyond This Summer
Poll results reported by various media this weekend showed that the approval rate for Prime Minister Abe is falling to new lows, raising a...
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Japan: Policy Implications from the Document-Tampering Scandal
After the landslide electoral victory in 2017, it looked certain that Prime Minister Abe would stay on for a few more years. A new development in a...
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Kuroda's Next 5 Years (Part 2): Prepare to Ease Again
What could the Bank of Japan do if it is to face a recession? This question is the foremost critical challenge for Mr. Kuroda in the next five...
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The Next BoJ Governor, What If It Is Not Kuroda?
The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...
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