Mobius thinks the aggressive Japanese easing policy is going to be very good for Japanese equities and equities all through Asia. He likes the policy moves because he is an equity investor.
He thinks the policy moves will make it more attractive for Japanese companies to start investing the large amounts of cash on their balance sheets.
Thailand, Malaysia and Singapore are markets that Mobius views as prime beneficiaries of the Japanese policy.
He thinks the policy moves will make it more attractive for Japanese companies to start investing the large amounts of cash on their balance sheets.
Thailand, Malaysia and Singapore are markets that Mobius views as prime beneficiaries of the Japanese policy.
