To varying degrees, equity markets have embraced the 'reflation trade' in the run-up to, and more obviously subsequent to, Donald Trump's election as US President.
The fact the reaction of financial markets to that unexpected and supposedly unwelcome event has been so positive, underlines the dangers of macro/political investing. Disconcertingly, bond markets...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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