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Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback

Making Sense

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Do the Recent Developments on the Bodge Policy Front Mean That Japanese Yields Will Stay Lower for Longer?

Kreeper: The Japanese Nikai Index has been on a bit of a rollercoaster ride, I'd say. It knows dived in December, but then it's rallied back over the last couple of months. In recent weeks, these hawkish policy expectations have been tempered post the nomination of Kazuo Weida as the new Bank of Japan governor. As a consequence, at its policy meeting later this Friday, the Bank of Japan is widely expected to make no changes to its YCC policy.

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