Japan: Land of the Rising Sun?


Location Date: 
May 3, 2013
Content: 

Happy Friday everyone,

While reflecting upon the first quarter of 2013, three prominent themes which really stood out to me were: the global growth pick-up associated with developments in Japan, slowly stabilizing financial conditions in Europe and the continuing economic unpredictability of China. If you are looking for some weekend reading material, please click below to read my quarterly letter where I discuss these topics in greater depth.
 

I also recommend you check out Micheal Yhip’s quarterly commentary as well.
 

Have a great weekend,
Jim McGovern