The BOJ Twists Its ETF Buys
Today, after a period of "Comprehensive Assessment" of its QQE policy and program, the BOJ has done its own 'Operation Twist.' I am sitting in an...
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ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
361 Views
Japan: Negative Rates May Well Persist for Longer
Core machinery orders grew 4.9% m/m in Jul 16, building further momentum on the back of the 8.3% m/m surge in Jun 16. However, the broad picture,...
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ANIMAL SPIRITS™ REPORT: BOJ "Comprehensive Assessment": Tokyo Visit Takeaways
Executive Summary NIRP is believed to have worked and in all probability will not be reversed at the September 21 BOJ meeting. QQE will not likely...
190 Views
BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
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