See our regular market updates summarising our view of the world : March 2015 - Draghenomics—The New Abenomics?

 

Up until Feb 2013, we had not held significant investment in Japanese equities for over a decade. Shinzo Abe's massive Quantitative Easing programme changed that, as we realised that the Abenomics (the three pronged economic programme reference in our April 2013 overview) was starting to have a major positive impact on the outlook for the economy after 20 years of deflation. We'd seen QE currency work in the UK and the US and felt that a similar approach in Japan would have the same effect - inflated asset prices and a declining currency. So far so good but can the same theory be applied to Europe? -  Click see article for more information