- Advertisement -
- Advertisement -

Related

Yenen övervärderad på medellång sikt

Latest Report

- Advertisement -

STOCKHOLM (Direkt) Den japanska yenen är övervärderad från ett medellångt perspektiv.

Det skriver Internationella valutafonden, IMF, i en rapport om Japan, uppger Bloomberg News.

IMF välkomnar Bank of Japans inflationsmål på 1 procent, men räknar med att inflationen kommer att förbli låg under lång tid. Först 2017 väntas Japan nå sitt inflationsmål.

Enligt IMF har den penningpolitiska lättnaden bidragit till Japans återhämtning, men enbart penningpolitik kan inte besegra deflationen. Med en ännu lättare penningpolitik skulle prismålet kunna nås till 2014, enligt IMF, som anser att BOJ har utrymme att utvidga sina tillgångsköp avsevärt.

Japans första prioritet bör vara att genomföra en skattereform och en
socialförsäkringsreform. Momsen skulle exempelvis kunna höjas till minst 15 procent, enligt IMF.

Riskerna mot Japans ekonomiska utsikter har växlat till nedsidan på grund av problemen i Europa.

Bild: (c) Gina Sanders—Fotolia.com

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

Direkt
Direkt
Nyhetsbyrån Direkt är Sveriges ledande finansiella nyhetsbyrå och bevakar allt som påverkar kursutvecklingen på svensk aktie-, ränte- och valutamarknad i realtid.

Latest Articles

Origo’s Johansson Returns to Sohn Conference with High-Conviction Pick

Swedish stock-picking boutique Origo Fonder is gaining fresh recognition following a strategic transformation, strong performance, and growing assets. The firm’s evolution into an “Origo...

Commodities Lift CTAs Amid Turmoil

In June 2025, the NHX CTA Index was up as losses in stocks and bonds were outweighed by profits in commodities, but briefly erupting...

Finserve Global Security Fund Boosts Quant Edge with Martin Redgård

Under lead portfolio manager Joakim Agerback, the Finserve Global Security Fund has successfully capitalized on the global surge in defense, cybersecurity, and space investments...

Visio Allocator Storms Back After Difficult March

After posting the worst monthly performance in its 15-year history with a 13.7 percent decline in March, the team behind the multi-strategy Visio Allocator...

Sissener Expands Investment and Sales Teams with Senior Hires

Just months after bringing on Mads Andreassen as Investment Manager, Norwegian fund boutique Sissener AS continues to expand its team with two key additions....

Fenja Capital Deepens Bench as Analyst Moves to Full-Time Role

After earning his Master’s degree in Economics from Aalborg University, Anders Madsen has transitioned from a part-time role to a full-time analyst position at...

Allocator Interviews

In-Depth: High Yield

Voices

Request for Proposal

- Advertisement -
HedgeNordic
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.