Does Japan’s stock market rally have legs?
Three reasons why the rally is for real — and a few reasons to worry.
Unhedged · Financial Times & Pushkin Industries
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Show Notes
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.
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