Japan

June 19, 2015

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Investment Summary World economic optimism is rising, and as a result, demand for government bonds is receding. Inflation is starting to be felt in some Asian countries, especially India. We note that new jobs and higher wages are a trend...
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June 12, 2014

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Japanese Prime Minister Shinzo Abe Gets Support For Corporate Tax Cuts Japanese Prime Minister Shinzo Abe has struggled to maintain the momentum of the ambitious reforms he set in motion when his party came to power in December, 2012. Broadly, those...
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January 02, 2014

Our Outlook for 2014 in Brief North America U.S.: As we have been saying, the economy in the U.S. will grow in 2014 by a surprising amount. Corporate spending is rising and employment will follow. We anticipate U.S. GDP growth real...
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December 26, 2013

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Investment Summary We remain bullish on U.S. stocks, and as we mention from time to time we remain bearish on the U.S. bond market. In our opinion, bonds have rolled over after a 30+ year bull market and we expect bond...
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November 27, 2013

Japan: The Market Still Driven by the Yen and Monetary Policy Since last year’s elections that brought Shinzo Abe to power in Japan, analysts have been consistent in one message: ultimately, the success or failure of Abe’s attempt to bring Japan...
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October 17, 2013

Global Economics Provides Reasons to Be Bullish, But Politics Poses Downside Risk As we write this, Capitol Hill’s partisan bickering and rancor have reached the conclusion we anticipated. We don’t believe that the conflict which monopolized headlines for the past two weeks...
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October 10, 2013

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More Reasons to Be Bullish on Japan We believe recent events and emerging trends continue to justify a bullish position on Japanese equity markets. Since the Japanese economy has been trapped in deflation for more than two decades, the psychology...
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