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
At this year's Sohn Investment Conference, Dan Sundheim, the founder and CIO of D1 Capital Partners, spoke with John Collison, the co-founder of Stripe. Q1 2021 hedge fund letters, conferences and more D1 manages $20 billion. Of this, $10 billion is invested in fast-growing private businesses such as Stripe. Stripe is currently valued at around 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
