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Unhedged — Does Japan’s stock market rally have legs?
Not scored yet15m·2023-06-27·Money

Does Japan’s stock market rally have legs?

Unhedged

Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary policy is giving stocks a boost, and its corporate governance is becoming more friendly to shareholders. But is the rally overextended? Also, we go long Greek bonds and short…

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