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Boeckh Investment Letter

Investment and economic commentary by J.Anthony Boeckh and Robert Boeckh

Abenomics: Double or Nothing

It is clear that there has been a sea change in Japanese economic policy. The new policy, "Abenomics" reflects a determination to break out of the country’s long stagnation and growing sense of defeatism, complacency and 20-year relative decline.  Abenomics is a combination of unconventional monetary policy, fiscal expansion and reform and have been presented as Abe’s three arrows.

So far, we have seen the results of the monetary and fiscal side of the plan, but it is still unclear what to expect on the reform side, which will be critical to unlocking corporate Japan’s vast savings, in particular the mountain of corporate cash, and igniting a sustainable recovery.

Japanese Yen to Buy 1 US Dollar

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