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Don't write off Japan's equity story as the BOJ turns hawkish: CIO
Source: youtube.com
Currency & FXInterest Rates & YieldsMonetary PolicyEmerging MarketsAnalyst Insights
Klay Group's Uday Vikram said sustained yen appreciation depends on a meaningful narrowing in US-Japan interest-rate differentials, underscoring the importance of monetary-policy divergence for USD/JPY. He remains constructive on South Korean equities, citing intact structural growth drivers despite the macro backdrop.
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