The BoJ's ETF Purchases: Limited Impact on Real Economy, but Not Devoid of Consequences for Equities
The Bank of Japan (BoJ) has become the largest single holder of exchange traded funds (ETFs), but their recent decision to commence an ETF lending...
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Sep Div Date in Japan - Still Interesting, Still Significant
I often label these insights "Tuesday and Wednesday" because it has often been a Tuesday and Wednesday. This autumn's version is called "Thursday...
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Japan: Don't Hold Your Breath
We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese...
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High Savings - The Curse Of Plenty?
The so called global savings glut is a popular theme among mainstream economists and an excuse frequently used by global central bankers to explain...
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Asia - Outlook Brightens
The final quarter for 2018 was a tough one for investors and exporters alike. 2019 got off to a weak start as well. The worst is behind though....
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