Japan: Firing the Third Arrow

Japanese Prime Minister Shinzo Abe’s ability to implement his agenda is politically unfettered. But can he deliver, and will his policies work? We remain cautiously optimistic.

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For Abenomics, the Hard Part Is Still to Come

Prime Minister Shinzo Abe’s “Abenomics” program, designed to revive Japan’s economy, was a big success in its first five months, easily surpassing low expectations. But it’s drifted off course since it began, and the going is sure to get tougher from here. Still, it’s too early to write off this policy experiment.

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Just a Sneeze—or Dutch Disease?

The changing dynamics of the commodity boom imply leaner times ahead for producer countries. Investors, however, should be wary of tarring them all with the same brush, as we believe such countries will offer different risks and opportunities as the cycle unwinds.

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