Japan: No Quick Fix, Lots of Long-Term Reforms; China: Lots of Quick Fixes, No Long-Term Reform
September 23, 2016 at 08:00 AM EDT
By Michael Jones, CFA, RiverFront Investment Group Chairman/Chief Investment Officer I have just returned from a 10 day due diligence trip to Japan, Hong Kong and Shanghai. The purpose of the trip was to update our assessment of the economic stimulus efforts and economic reforms underway in the two...