UBP: Overweight Japanese equities amid tax cuts, strong data and no BoJ policy change expected

18 December 2017 | 2 minutes read

UBP is tactically overweight on Japanese equities, alongside Asian equities, EM hard currency debt and selective Asian credits across all portfolios, supported by expectations of accommodative monetary policy, corporate tax cuts and strong macro data. The BoJ meets next week to discuss potential changes to its ETF buying policy with the announcement due on 21 December. “We don’t expect a…

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