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Market Focus

The TOPIX And The Yen: Don’t Confuse Correlation For Causation

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

Japanese stocks’ bull market has many more years to run, and it will extend to the JPY. The TOPIX’s negative correlation with the yen should thus fade, and a stronger JPY may increasingly coincide with rising Japanese equities. Investors often treat Japan as…

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