Strategy Japan – Asymmetric trades
​The correct asset allocation for Japan depends on China’s cyclical development during the next 6-12 months due to potential spillover. We will show our strategy for timing the next downturn in China in a separate report. For now, our indicators point to increasing BoP risk as well as exaggeration in the housing market in China, but do not identify an imminent cyclical downturn.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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