Japanese elections see LDP decimated. There will be a period of uncertainty and volatility for Japanese assets as a messy, weak, coalition is put together at the end of a protracted messier period of haggling. Such volatility is a storm in teacup in the global scale of things. ... Read More
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07 Jun 13
Japan - Corrective Boot On The Neck Of Abenomics
#Asia#Monetary Policy#Yen#JGBs#Strategy Archive#Tokyo#Bank of Japan#Bonds#Banking#Stocks#Pension Funds#Fund Management#Government Investment Pension Fund#Portfolio
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. Read More
13 Oct 05
Asset Allocation The Long and the Short of it
#Yen#Japan#JGBs#Strategy Archive#Dollar#Eurozone#Equities#Gold#Bonds#Long Positions#Short Positions#US Treasuries#Funds
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. Read More
04 Mar 02
Japan - Embers In Ashes
#Yen#Japan#JGBs#Strategy Archive#Tokyo#Equities#Manufacturing#Bank Reform#Corporate Sector#Globailisation#Pharmaceuticals#SMEs#Election Asia
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. Read More
02 Mar 00
Bonds - EMU Inflation And Global Interest Rates Note
#Finance#JGBs#Strategy Archive#Economy#Eurozone#Europe#Interest Rates#Bonds#Treasuries#European Central Bank
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. Read More
01 Oct 99
Bonds - In The Long Run Note
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. Read More
10 Jun 99
Japan - Can We See The Light Note
#Yen#Japan#JGBs#Strategy Archive#GDP#Equities#Bank of Japan#Fiscal Stimulus#Corporate Sector#Yield Curve#Real GDP#Quarterly Release#Economic Planning Agency#Pension Package
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. Read More
01 Apr 99
Japan - Tokyo In Transition
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. Read More
10 Feb 99
Japan - Damned If It Does And Damned If It Doesn't
#Asia#Monetary Policy#Yen#JGBs#Strategy Archive#Tokyo#Bank of Japan#Budget Deficit#Yield Curve#Foreign Assets#Fund Flows#Repatriation
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. Read More
13 Jul 98
Japan - Ldps Come Uppance Note
#Elections#Politics#Yen#Japan#JGBs#LDP#Strategy Archive#Bond Yields#Equities#Capital Flight#Trust Fund Bureau#Liberal Democrats#Socialist Model
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. Read More
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