The correspondence discusses a basket of single-name Japanese equities to build on a bullish view, incorporating a bearish yen view. It includes pricing details with HSBC and potential strategies for yen short positions. The document also references DB Research's expectations for Japanese equities and economic conditions under Abenomics.
documents/vol00010-efta01461266-pdf.pdf
{"key_people":["Jeffrey","Tazia","Paul Morris","Vahe Stepanian"],"document_date":"2013-12-18","document_type":"correspondence","key_locations":["Japan"],"key_organizations":["HSBC","Bloomberg","DB Global Markets Research","DB Research","BoJ","GPIF"],"reference_numbers":["DB-SDNY-0123201","SDNY_GM_00269385","EFTA01461266"]}