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Japan Election - Follow Up

Strategy Report ·David Roche ·09 Feb 2026

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…

#Japanese Yen#Japan (JGBs)#Japan#Diet (Japan's parliament)#JGB (Japanese Government Bond)#Japan-Takaichii#Japan-The Sustainability of Sovereign Debt#Japan China Conflict#Japanese election Read More
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Japan - The Koizumi Conundrum

Archive Report ·David Roche ·20 Nov 2003

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.

#DPJ (Democratic Party of Japan)#Strategy Archive#Economy#Liberal Democratic Party#Komeito#Diet (Japan's parliament)#Asia#Politics#Yen#Japan Read More
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