The following is a Q2 presentation by Mark Yusko of Morgan Creek (find him on Twitter here) titled “Around the World with Yusko – The Abe-san Also Rises: The Continuing Case for Japan” in which he provides an outlook on Abenomics.

Words of Wisdom

“QQE is an open-ended program so there’s no pre-set date on how long it will last. We won’t end QQE in 2015 before 2% inflation is achieved or before such price growth is achieved in a sustained manner.” Hikari Kuroda – BOJ

“I believe a review of GPIF’s asset allocation must take place as soon as possible.” Norihisa Tamura – Health Minister

“20% would not necessarily be too high a hurdle for the GPIF’s weighting of Japanese stocks.” Yasuhiro Yonezawa – GPIF Chairman

Yusko: The Abe-san Also Rises – Why Japan is About to Run With the Bulls

Japan Trifecta: Political Stability, Reform & Momentum

Yusko Japan

Yusko – Abenomics Review

PM Abe Has a Long-Term Plan to Restore Japan to Glory

Yusko Abenomics

See full Around the World with Yusko in scribd below

Mark Yusko Q2 letter