Source: CNBC International TV News Agency
2 weeks ago•
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Don't write off Japan's equity story as the BOJ turns hawkish: CIO

Don't write off Japan's equity story as the BOJ turns hawkish: CIO

Klay Group's Uday Vikram says a sustained yen appreciation will require a meaningful narrowing of US-Japan rate differentials. He also remains constructive on South Korean equities, arguing that the market's structural growth drivers remain intact.
Source: CNBC International TV
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