Does Japan’s stock market rally have legs?
Unhedged
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The Importance of Inflation in Japan
The Bank of Japan's new governor has indicated he'll be much slower to remove the policy they've had in place for a long time. The third reason is corporate governance reform, which feels like it's coming to a culmination point. According to Western best practices, there's pressure from Western and Japanese activist investors who are asking companies to run their houses more efficiently.
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