INSIGHTS & STRATEGIES

WisdomTree Blog

On a special “Behind the Markets” podcast, Jeff Weniger and Jeremy Schwartz spoke with Jesper Koll, Senior Advisor to WisdomTree. The conversation focused on how Japan managed to outperform other international markets in Europe by a fairly wide margin during the global economic shutdown.

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On Monday evening, Japanese Prime Minister Shinzo Abe announced a commitment to a fiscal stimulus package worth ¥108 trillion, which is approximately 20% of Japan’s gross domestic product (GDP). In our view, this confirms Abe’s total commitment to preventing the inevitable recession from becoming a depression.

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Today’s Bank of Japan (BOJ) actions lay a strong foundation for a successful counter to the rising COVID-19 depression risks. To become credible and successful, its focus now shifts to three major areas: two at home and one abroad.
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Is the coronavirus a “normal” health scare or something genuinely disruptive for the markets? Jesper Koll discusses why the next two weeks are key in making this determination by looking at virus data in Tokyo.
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Japanese equities are unloved and under-owned because rates have refused to rise. Jeff Weniger discusses what could happen if bond yields rise and why Japanese equities would be the play.

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P.M. Abe’s economic policy leadership credentials got a huge boost last week, with his cabinet approving a massive extra fiscal spending package. Jesper Koll explains how this extra spending package will make Japan a standout amongst the G7 countries in 2020.

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