Sentiment is extreme bearish on yen right now and yen is way way oversold. We can easily see some positive divergence, like in the past. Fundamentaly Japan is broken, but let´s play short term.
Is It Time to Look at Fixed Income and Inflation Protection?
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Recently, I was asked on CNBC Asia what I thought about fixed income at the
present time. My answer was that I thought having cash allocated to some is
w...
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