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Japan Election - Follow Up
Japan Election - Follow Up Investment Conclusion There is no change in strategy: short 10yr JGBs; Neutral Nikkei and Yen (but considering a short Vs SGD, AUD and RMB (where I am already long)). The LDP and its ruling coalition results are even stronger that…
Takaichi’s Gamble Pays Off.
Takaichi Sanae's Gamble has paid off. She has broken the mould of Japanese politics with an aspirational, personality driven appeal to disgruntled voters and those weary of traditional politics. None of Takaichi's policy proposals were economically scrutinised in the campaign.…
Japan- Takaichi’s High Stakes Gamble
Japan- Takaichi’s High Stakes Gamble Investment Strategy. Ms Takaichi informed the leadership of the LDP and Ishin no Kai on Jan 14 that she will dissolve parliament on January 23. The election will then take place in early February – 8 or 9 th . The outcome…
Navigator (The Replacement of Oddbins)
Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…
Shifting Sands
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…
A Crude Way To Double Down
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Where Are We
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Currencies: Cross-roads ahead
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.