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Japan Land of Rising ROE? & Update US Bank Lending Data

Japan Land of Rising ROE? & Update US Bank Lending Data

Published 3 years, 7 months ago
Description

 As the contrarian call to upgrade European equities last year has worked extremely
well +15% ytd (double the return of China where we remain overweight), lets
revisit another equity market that is not focused on much by global investors: Japan. 


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