Japanese growth back on the upswing Japan has announced it was in a recession last quarter

Daniel Weston

Aimed Capital

Japanese growth back on the upswing Japan has announced it was in a recession last quarter. The data feeding in to our forecasts show that the economy may now be on an upswing. Leading us to be bullish Japan once more. In my opinion, Japan has been throwing good money at bad demographics, but the stimulus, like a 6 minute karaoke rendition, doesn't feel like its going to end any time soon. Add to that the recent delay of the planned sales tax increase for another 18 months and they might just be on to something here. I have been critical of the currency damaging, over leveraged, debt swamped action plan of the Japanese government and the Bank of Japan. What I can not deny is the performance of the Nikkei, which has had an extraordinary run precisely during the announced recession. Read more... (VIEW LINK)

Daniel Weston
Daniel Weston
Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com


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