14 min listen
Does Japan’s stock market rally have legs?
FromUnhedged
ratings:
Length:
16 minutes
Released:
Jun 27, 2023
Format:
Podcast episode
Description
Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary policy is giving stocks a boost, and its corporate governance is becoming more friendly to shareholders. But is the rally overextended? Also, we go long Greek bonds and short the liquidators trying to get $1.3bn from the founders of Three Arrows Capital.Links:Read the Unhedged newsletter on JapanFor a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Released:
Jun 27, 2023
Format:
Podcast episode
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