NEW PORTFOLIO. The profit opportunity in Japan

Fri 13 Oct 2017

Brian Dennehy

Membership Level | member

Market commentary

There is an intriguing mix of elections just ahead with Japan of most interest to us here. Social mood throughout the West has self-evidently turned negative, and the political risk to markets rises with every election. In upcoming elections, the east/west division will be stark. Here we focus on the positive opportunity to the East, Japan. And consider a new portfolio.

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