EM (Strate)gist gets to the gist of Emerging Markets FX, Bonds, Economics, Politics and Global Macro.
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Dec 04, 2017
Asia equity - 4 Dec: Kospi +1%, Japan NKY u/performs JPY
Kospi is best performer today after last week's severe underperformance (partly US tech-related). Big anomaly in Japan stocks underperformance despite JPY slight net-weaker from just before last Friday's sensational ABC Flynn report.