Don’t expect Japan’s QE to end anytime soon
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
Bank of Japan
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ANALYSIS: Sailing the macro winds in Japanese equities
Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also becoming increasingly bullish on the asset class.
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Bank of Japan’s ‘yield curve control’ gets mixed reception
With news overnight that the Bank of Japan has unveiled a new form of stimulus, professional investors and economists reacted with mixed enthusiasm.
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Central bank bonanza could lead to ‘Wild Wednesday’
Super Thursday has come and gone, but Wednesday could shape up to be somewhat of a ‘Wild Wednesday’ on financial markets, should the plethora of central bank announcements on the day not go according to plan.
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Yellen’s iron grip makes her peers look feeble
Janet Yellen’s Economic Club of New York speech provided a timely reminder that the Fed continues to dictate markets. This contrasts with the waning credibility of her counterparts in Europe and Japan.
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Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.