About this episode
Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary policy is giving stocks a boost, and its corporate governance is becoming more friendly to shareholders. But is the rally overextended? Also, we go long Greek bonds and short the liquidators trying to get $1.3bn from the founders of Three Arrows Capital. Links: Read the Unhedged newsletter on Japan For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu ( @ethanywu ) and Katie Martin ( @katie_martin_fx ) on Twitter. You can email Ethan at ethan.wu@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.