Fri Nov 9, 2012 3:21 BST |
It almost goes without saying that Japan is an extremely unique case in terms of asset performance over the past two decades. Since the crash of 1990, its equities have been mired in one of the longest-running bear markets in the world, while, at the same time, JGBs have been in a major bull market…. [Read more]
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Tags: Andrew Wood, asset prices, Equities, financial markets, fiscal crisis, Japan, JGBs, Stuart Allsopp, Topix, valuations, yen
Posted in: Asia, Business Environment, Currencies, Equities, Financials, Fixed Income, Podcast
Wed Jun 23, 2010 18:36 BST |
Financial markets seem to have a very short memory span when it comes to aligning with macroeconomic fundamentals these days. Though the release of housing sales numbers in the US today and the short-lived euphoria of China’s loosening of its exchange rate regime at the start of the week seem to have shaken up equities… [Read more]
Tags: asset prices, Bundesbank, competitive, competitiveness, Construction, debt deflation, deflation, ECB, ERM-2, euro, Eurozone, Germany, Greece, housing bubble, internal devaluation, ireland, Italy, labour costs, Portugal, Spain, unemployment
Posted in: Eurozone, Inflation/Deflation