WisdomTree: Japan Strategist Roundtable: Jesper Koll—What Is Different This Time?
October 13, 2014 at 06:30 AM EDT
When I spoke with Jesper Koll from J.P. Morgan Securities, one particular theme appeared in our conversation: Prime minister Shinzo Abe is an important catalyst—but not necessarily the primary factor—for what is different this time in Japan. Let’s start with Koll’s discussion of one of the largest...