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BoJ Job – Outlook for Japan with Nathan Gibbs

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The Bank of Japan having sent ripples around global markets with their monetary policy tinkering. We ask Nathan Gibbs how what looks like tightening can actually be the easing it is intended to be?  We also discuss the changes going on in Japan with improvements in corporate governance, reductions in excessive cash holdings and more investment. We ask whether Japanese stocks will continue to be inversely correlated with the yen, as they have been since 2006, and whether the clouds over Prime Minister Shinzo Abe’s head have cleared, as we approach the LDP leadership election which could topple the champion of Abenomics from power.

Guy Foster

Head of Research

guy.foster@brewin.co.uk