David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Monday Macro – Japan in focus

Monday Macro – Japan in focus

My take ? Always buy currency hedge Japanese funds. Plus Bitcoin, unsurprisingly, surges. It's all about liquidity

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David Stevenson
Feb 19, 2024
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Monday Macro – Japan in focus
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Japanese equities are on a roll.

The Nikkei 225 broke 38,000 for the first time in 34 years last week,  but the index is just one indicator that suggests Japan’s investment landscape has turned the corner. Here are some other key indicators:

•                 34 years since the Nikkei 225 broke through the 37,000 level

•                 41% per cent of To…

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