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...
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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...
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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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DXY 96.50/95 Pivot Points to Inflect EM's
Chartonics FX webcast Sunday 17 September 2016DXY triangle 96.50/95 post-FedTo view click on this link:http://www.screencast.com/t/UPFBXdfzL8L 9:20...
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