Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
332 Views
Mind the Gap! GPIF Goes Basis Hunting
On October 1, the GPIF released a comment about a change in Investment Policy for FY19 (this year to 31-Mar-2020). It only came out in Japanese. It...
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This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
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Abe's Reelection Is No Sure Thing
An election to decide the leadership of Japan’s ruling Liberal Democratic Party (LDP) will be held in late September. Should Shinzo Abe lose he...
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