Section
Japan
118 posts
Japan's Kaput?!
Japanās economy is down but not yet out. The worldās third largest economy wonāt go quietly. Both these…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Gavekal: Japan's Self-Defeating Mercantilism
by Joyce Poon, Gavekal Asia Research Director, In the 16 months since Japanese Prime Minister Shinzo Abe launched…
Rick Ferri: What's the Optimal Allocation to Foreign Equities?
What's the Optimal Allocation to Foreign Equities? by Rick Ferri Nearly every financial adviser will tell you that…
Things That Make You Go Hmmm... Like Japan's "Economics Of The Hopeless"
by Grant Williams, Things That Make You Go Hmmm... The definition of the term Hail Mary as it…
4 Reasons Japan Could Continue to be the Land of the Rising Stock Market
Japan has been the land of rising stocks this year -- Japanese equities are up nearly 40% year-to-date.…
The Nikkei is at an Interesting Juncture
by Charts Etc. The Nikkei is setting up to resume its rise. The weekly chart below says it…
Japan Firing The Third Arrow
by Guy Bruten, AllianceBernstein Japanese Prime Minister Shinzo Abeās ability to implement his agenda is politically unfettered. But…
For Abenomics, the Hard Part Is Still to Come
by Guy Bruten, AllianceBernstein Prime Minister Shinzo Abeās āAbenomicsā program, designed to revive Japanās economy, was a big…
Stay the Course As Mixed Signals Move Markets
Stay the Course As Mixed Signals Move Markets July 1, 2013 By Frank Holmes, CEO and Chief Investment…
Checking in on June's Asset Class Performance (Bespoke)
by Bespoke Investment Group Below is a final look at the performance of various asset classes in the…
If the Japanese Market is Open, They're Selling
by Bespoke Investment Group Anyone who has been watching the Nikkei over the last month has noticed that…
Scott Minerd: "The Canary in the Coalmine"
The Canary in the Coalmine by Scott Minerd, CIO, Guggenheim Partners LLC Early coal mines lacked ventilation systems,…
Japan's Easy Money Tsunami
Submitted by David Howden of the Ludwig von Mises Institute, The Bank of Japan has embarked on one…
