"Have We Reached The Breaking Point?", page-112

I find all possibilities to invest in Japan via bond markets.

Japan
10y bond yield dipped 1BP to 0.335 the lowest compared to May 0.345
10y bond future rose 0.13
In the last week, Index was up 7.7% and dipped 2.4% the following day. The trend is going up as Japan will give some guidance at this week meeting.

JPY has been lowered in value against USD
This has helped to lift corporate profits as the country relies on exports.

JPY has been a SHC due to its massive FDI reserves and Central bank has never trying to depreciate its Yen, unlike other countries who always intervene their currencies.

Whether US is going to hike its rate or not. USD is still the king at the moments.

Japan index is the way to go as investors are seeking for safe haven assets as Gov. always inject capital into equities via the country super funds. JPY is a clear SHC winner.

China
5y bond yield rose 6bp to 3.20
Yield was up due to large injections to money market from central bank
1st injection was 23.53 billion in conjunction with Yuan devaluation back on 11/8.
2nd injection was 12.55 billion on 11/9

Municipal bonds were at sharpest discount at 29bp but was 30bp higher than benchmark.
Provinces are allowed to swap bank loans and other high interest debts to a new introduction of Municipal bonds.

Negative municipal bonds show negative equities attraction amid there was some FDI infows in responding to the large capital injections.

Aggressive monetary easing could LOWER Yuan as Gov. has been trying to prop up its exports market. But the economy is slowing and there's more interest rate cuts on its card before an introduction of a new QE.
I'll better wait for that QE as volatile is still ahead unless there is an uptick in GDP.

US
DETROIT public schools offer 1 21 million of 1y notes at 5.75, a rate 25 times higher than the yield on top-rated municipal debt.
This 5.75 coupon is rated as JUNK from Standard&Poor.

Public school system is a national alert as the samw as shale industry. So there are some trouble makers presented.

10y yield rose 0.01 to 2.19
30y yield rose 0.02 to 2.96

There was a big demand from bonds market as investors are still thinking US treasuries are safe haven. But the uptick in yields show there's a negative impact on US equities as they are overpriced compared to Australia.

EUROPE
Romania 15y yield dipped 0.05 to 2.63
German 10y yield dipped 3bp
Italy, spain and Portugal (ISP) yields were flat.
Greek yield was lowest at 8.54 compared to 19% in July.
This is a good sign of market normality due to a rise in domestic activities But geopolitics and uncertainties across some troubled countries (ISP and Greek) are still lingering risks of default. So there's a little faith in Europe index regardless the announcement of an additional QE from Draghi.

UK
Is UK going to rise rate?
Is UK going to exist EURO?

Those things look like that the GBP is going to surge like the Swiss Franc who was up 20% and then back down to earth.

One thing is certain that GBP, USD and Euro are NOT immunized from the M.E. war crisis.

AU
Trade minister Andrew Robb will report to Parliament that saw the country FDI inflows was up from last year. He said 1 billion increase could result in 1000 new jobs being created. FDI was up 17% standing at 140 billion.
But he didn't mention that the investments were injected in properties market rather than equities. I saw my investments dipped more than 50%.

There is no hope in Australia equities.