The Asian story – from China to Japan
There have been two big stories in the financial markets recently. On the one hand, there is the continued slowdown in the Chinese economy and fears of a further slowdown. The other story concerns the determined and unprecedented regime change in Japanese monetary policy. In terms of the impact on global growth, we believe that Japan’s unprecedented monetary easing is likely to have a significantly more positive impact than the negative impact from the Chinese slowdown. This in itself is positive for global risk appetite and hence for emerging markets in general.
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Danske Bank