Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?
Tag: Joe Bauernfreund
How does Japan’s yield curve control policy shift change the outlook for Japan?
At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.
Video: Corporate governance improvements in Japan are increasing shareholder returns
Joe Bauernfreund, manager of the AVI Global Trust and Japan Opportunity Trust, discusses the whole host of factors improving governance in Japan.
