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Japan Treasury (JAPAN GOVT)
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bullish
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Macroeconomics
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30 Oct 2020 18:31
Taiwan- Destined To Outperform
Our money is on Taiwan. The pandemic is behind, the economy is rebounding faster than anticipated. Underlying fundamentals are supportive of the...
Sharmila Whelan
325 Views
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bearish
•
Macroeconomics
•
23 Oct 2020 17:41
Japan - Recovering But...
The pandemic is behind, but Japan is not out of the woods. The economic recovery has been weaker than anticipated given that there was no lockdown...
Sharmila Whelan
351 Views
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bullish
•
Macroeconomics
•
25 Sep 2020 22:43
Japan's Mr Suga: Same, Same No Different
Mr Yoshihide Suga won by a landslide the ruling Liberal Democratic Party’s 14 September, leadership election to succeed Mr Shinzo Abe as prime...
Sharmila Whelan
350 Views
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bearish
•
Macroeconomics
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07 May 2020 22:09
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...
Sharmila Whelan
332 Views
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bullish
•
Macroeconomics
•
27 Apr 2020 12:40
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...
Travis Lundy
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266 Views
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