Monthly Archives: August 2013

How hedge funds misread Japanese institutions’ intentions

The hazards of heeding the willfully thoughtless reporting, prevalent in even the most distinguished media, about supposed shifts in Japanese pension funds’ asset allocation have been noted before in this blog – most recently in GPIF generated bliss bound to … Continue reading

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Japan’s debt will fall but ratio to GDP will stay the same

The skies over Tokyo are thronged with trial balloons as Japan’s news media wallow in the August dead zone and investors look to what Prime Minister Abe will say next month.  The PM is scheduled to pin the feathers on his “Three … Continue reading

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