Asian Century Stocks

Share this post

Who benefits from the weak yen?

www.asiancenturystocks.com
Thematic reports

Who benefits from the weak yen?

An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes

Michael Fritzell
Oct 23, 2022
7
2
Share this post

Who benefits from the weak yen?

www.asiancenturystocks.com

Best viewed in your browser

Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers. Consult your financial adviser to understand whether any investment is suitable for your specific needs. I may, from time to time, have positions in the securities covered in the articles on this website. This is not a recommendation to buy or sell stocks.

Source: Getty Images

Summary

  • The depreciation in the Japanese yen has led to an incredibly cheap currency in terms of its real effective exchange rate.

  • It seems that inflation expectations are now firmly entrenched. We could well see a pivot in the near term,…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Delante Media Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing