Risk.net – Top hedge fund managers at the Salt conference in Las Vegas are brimming with enthusiasm for Japanese equities as Abeconomics helps weaken the yen and boost economic growth.
For macro-oriented investors, the trade du jour is undoubtedly Japan where prime minister Shinzo Abe’s gambit to reflate the economy with a massive round of quantitative easing has triggered a 30% rally in the Nikkei index and caused the yen to fall more than 10% versus the dollar.
