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
Q2 2022 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, what their investment process is, their returns and much more! This page is updated frequently, VERY FREQUENTLY, daily, or sometimes multiple times a day. As we get new Read More
“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 – Abenomics Review
PM Abe Has a Long-Term Plan to Restore Japan to Glory
See full Around the World with Yusko in scribd below
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