This morning we find modest gains across many sectors, which Andrew McCreath says is thanks to the easing back of the U.S. dollar. McCreath anticipates that the Bank of Japan will be very dovish overnight. As well the Japanese PM may be weakening his stance on raising sales tax, which, along with expected further monetary easing from the Bank of Japan, prompts McCreath to stay away from Japanese equities.
Filed in: Investing Ideas
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