Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
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Massive flows into Japanese funds
There were four times as many flows in January than in the previous month, according to Morningstar.
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.