What Japan Needs
Mikio Kumada, Global Strategist, LGT Capital Partners
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Japanese Prime Minister Shinzo Abe has announced a move to delay a sales-tax hike for more than two years.
Mikio Kumada, Global Strategist at LGT Capital Partners explains why he thinks the move by Japanese Prime Minister Shinzo Abe to delay a sales-tax hike for more than two years is actually a good thing.
He also shares his expectations of MSCI decision in a couple of weeks, on whether to include China’s A shares in the index.
Finally, Mikio discusses his assessment of the health of the US economy, ahead of the release of the employment data, as well as expectations for a summer rate hike.
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Tags: Japan, Abenomics, MSCI, China equities, US jobs, Federal Reserve, Interest rates