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Harvest Daily Digest

Abenomics is in full swing, as the Nikkei just reached a 25-year high and is up 7% since the Elections on
October 22nd.  Many asset managers reiterated their bullish stance following the results. 
Here is a collection of the most read ideas.

Next week's Thematic Thursday topic: Advice for Asset Managers (want your content included? Inquire here).


 
 

Quick View: Abe’s Snap Election a Victory for Japanese Stocks

Japan’s ruling Liberal Democratic Party (LDP) and coalition partner Komeito have secured a two-thirds majority in the lower house, giving Prime Minister Shinzo Abe’s government a solid base to continue to tackle a myriad of challenges including ...
Janus Henderson Investors
Janus Henderson Investors

As a leading global manager, Janus Henderson offers actively mana...

 
 

Japan election: the investing implications

Japanese Prime Minister Shinzo Abe’s Liberal Democratic Party (LDP) and its coalition partners scored a convincing win on Sunday, maintaining a “super majority” in Japan’s parliament. We believe this solid victory should extend the lifespan of ...
Richard Turnill
Richard Turnill, BlackRock

Global Chief Investment Strategist

 
 

Japan’s Election: ‘TINA’ to Abe

Prime Minister Shinzo Abe’s election victory augurs well for political stability and policy continuity, which are supportive for risk markets. “There is no alternative.” UK Prime Minister Margaret Thatcher used this “TINA” slogan in the 1980s to ...
PIMCO
PIMCO

Follow us for insights on economies, markets and investing.

 
 

Why Abe’s Victory Could Help Lift Japanese Stocks

Author Cindy L. Sweeting, CFA Director of Portfolio Management, Templeton Global Equity Group® Alan Chua, CFA Executive Vice President, Portfolio Manager and Research Analyst, Templeton Global Equity Group Japanese Prime Minister Shinzo Abe’s ...
Franklin Templeton Investments
Franklin Templeton Investments

Official Franklin Templeton Investments account. For US investors...

 
 

VIDEO: Can Japanese equities decouple from the Yen?

In this video we look at the outlook for Japanese equities along with the view on the Japanese Yen and how it ties in with the stockmarket.  Specifically, the video walks you through a couple of slides of a recent edition of the Weekly Macro Themes ...
Topdown Charts
Topdown Charts

Chart driven macro insights for investors

 
 

Over in Japan

The Days Ahead : Still on the Fed chair. And jobs numbers. Another Thursday column so if we miss something on Friday, be sure to check back. It was a big week for earnings and we saw strong reports from Caterpillar, always a bellwether industrial ...
Brouwer & Janachowski
Brouwer & Janachowski

At Brouwer & Janachowski, we carefully study your complete financ...

 
 

Secular Outlook for Global Growth: 2017–2036

Slower growth is expected to result in a lower-than-historical-average interest-rate climate and be less of a tailwind to equities.
Fidelity Institutional Asset Management
Fidelity Institutional Asset Management

FIAM provides actionable strategies, enabling clients to stand ou...

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