Contrarian Investor: Putting Japan back on investment map

clock • 3 min read

Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.

Market-friendly Emmanuel Macron may have won the first round of the French Presidential Election, yet within a matter of hours various analysts were already sounding gloomy again.  The paradox is that despite all this noise and fury, volatility levels remain low. And in fact many of the most interesting stories have little political import. In China, for instance, the great credit creation machine has roared back into action, pushing up local asset prices.  Crucially, Japan has also attracted barely any attention over the past year.  This week I scanned through hundreds of notes fr...

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