"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
The Impact of JGBS on Japan's Earnings Profile
The biggest shareholder in japan has come to the japanese companies and said you guys need to start generating capital. The third thing they did was pay low well then they shifted to equities so they'veYeah and they're the biggest winner in this huge increase in japanese earnings profile.
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