BlackRock Spotlights Investment Opportunities in Japan, China, and U.K.
Japan Appears to Be on the Path of a Sustainable Rebound – Vanguard
Analysts warn of the risk of Japan raising interest rates: August "Black Monday" is just a preview of a bigger disaster.
①Arif Husain, the head of the fixed income department at Puxin, warns that the "Black Monday" in August is just the initial stage of this disaster and there will be more market fluctuations in the future; ②He believes that the tightening of monetary policy by the Bank of Japan and its impact on global capital flows are not simple, and it will have a huge impact in the coming years.
JPMorgan Asset Management: Japan's central bank will have to look at the U.S. economy's "face" again for another interest rate hike.
JPMorgan Asset Management has stated that the Bank of Japan will avoid raising interest rates again in the short term, and further tightening of policy may depend on the fate of the US economy.
Just now, the Bank of Japan surrendered by "dovish" policy.
Under strong selling pressure, the Bank of Japan has turned dovish again, and arbitrage trading has resumed, and the yen may return to the situation of being heavily shorted. Some commentaries predict that malignant inflation will return as the Bank of Japan continues to maintain a cautious stance, and the yen exchange rate will hit new lows in the "near future".
The cause behind the global stock market crash: arbitrage trade is the main culprit, and the hard landing of the USA is just a scapegoat.
Analysts say that the recent global stock market crash is more reflective of a decrease in arbitrage trading by investors looking to increase their bets, rather than a sharp shift in the outlook for the US economy.
