三菱日联摩根士丹利(Mitsubishi UFJ Morgan Stanley)首席固定收益策略师石井纯(Jun Ishii)描绘了一种“无法动摇的日本国债吸收机制,在这种机制下,银行存贷缺口由国债填补。石井纯表示,当前数据显示,银行仍有足够空间购买更多国债。“我们还没发现逢低买入日本国债的意愿有减弱的迹象。
All of which is not deterring new hedge fund bear converts.
这一切并不能阻止新对冲基金转投空方阵营。
“We believe that things really are now set to shift, says Christopher Rigg, a life-long Japan expert who runs a new dedicated Japan-short fund at UK-based activist Audley Capital. “We think it is all coming together now.
请点击放大
Mr Rigg’s thesis is more moderate than Mr Bass’s: he says a catalyst for change will be the Japanese elections, set for December 16, which look set to usher in Shinzo Abe, head of the Liberal Democratic party, as prime minister.
一生都在研究日本问题的专家克里斯托弗·里格(Christopher Rigg)表示:“我们认为形势真的就要发生改变,现在已经万事俱备了。里格目前在总部位于英国的奥德利资本(Audley Capital)掌管一支专门做空日本的新基金。
“Abe is defined by his desire for growth, Mr Rigg notes. “It’s quite obvious that he wants the Bank of Japan to be more aggressive.
【做空日本时机已到?】相关文章:
★ 聪明的熊猫
★ 懒汉海利
最新
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15