Founders: A Libertarian Boom in Japan is Coming
MS: Asia Equity Strategy
Comment: Japan is literally siphoning off Chinese investment money via its tax plan. Argentina is going full Libertarian. This is the US plan to economically stifle the BRICS- VBL
Four reports. All related to economic positioning
China versus Japan: MS, Nom
Argentina rising- JPM, CITI
Asia Equity Strategy
From Katy L. Huberty CFA, Global Director of Research | North America Morgan Stanley
Raising Our Target for Japan's TOPIX Index, and Lowering Our China Index Targets
Our Asia Equity Strategists’ thesis of a new era for Asia / EM equities continues, with the YTD divergence in performance between Japan and China reflecting shifts in geopolitical, macro, and earnings fundamentals that is driving a structural increase in ROE in Japan and a decline in ROE in China in the last decade.