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01 Dec 25

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Strategy Report | QS Team | 01 Dec 25
#Japanese Equities#Taiwan#Japanese Yen#Shipping#JGB (Japanese Government Bond)#Container Shipping#France Sovereign Debt Crisis#France-Lecornu#Japan-The Sustainability of Sovereign Debt#Japan China Conflict#US - China - Taiwan-The trilogy of Betrayal?

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Navigator I am biting the bullet and cutting Japanese equity and yen positions. Keeping the short yen on. The reason is twofold: disastrous budget that will push 10yr Japanese JGB yields above Bund's at 2.7% ; and China putting Japan in the crosshairs to make an ex... Read More

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