AmpGFX - Dead-Cats and Body Blows, Financial Crisis Echo, RBA Scope to Become Obligation
All major equities are again below the lows in 2015 after a dead-cat bounce sending another body-blow to global investor confidence. Bottom...
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Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
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Beware of Thinning Margins for Japan Banks, Especially as Credit Costs Normalize
Net interest margins are core to bank income, and in Japan the levels are frighteningly low. When we focus on credit cycles and regulatory change...
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Low returns in Japan can not afford impending recession
As Japan enters recession with -1.2% annualized GDP growth in 2Q15 (from +4.5% in first quarter) we need to consider how banks can ill-afford...
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JAPAN: GPIF & Three Public Pensions - Not Done Buying Stocks & Foreign Assets
(19 July 2015) - Last week the GPIF reported its Fiscal 2014 (year to end-March 2015) investment results, asset, and manager allocations. The...
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