Europe vs Japan

Wednesday, February 8th, 2017   Categories: , , , ,

It’s not exactly Godzilla vs King Kong

With every passing week Eurozone and UK equities become a little bit more attractive and Japanese equities little less so. The headlines scream political risk in Europe, but that is a reason to sell government bonds in the affected countries, not international companies, which happen to be quoted there. By contrast, Japan has a bucket load of political risk in the form of President Trump and the dollar-yen exchange rate.

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