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The speculative phase of the rally in Japanese stocks is over, says Deutsche, setting up the...

The speculative phase of the rally in Japanese stocks is over, says Deutsche, setting up the next leg which will require the participation of domestic investors. Yes, underweight global equity funds may help, but they've already boosted stakes and have just $2T in assets compared to $9T of Japanese household cash. DXJ +3.1%, EWJ +2.3%.
Comments (1)
  • There is still money to be made then in Japan. All the ETF funds were mid-way between the 52 week highs and lows just a few days ago. The participation of domestic investors specially institutional and pension funds is really a given. Japan never implements any major earth shaking policy without getting the consensus of all the important institutions and entities.
    18 Jun 2013, 02:13 PM Reply Like
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