"Surprisingly, the weakness in our share market over the past two weeks hasn’t been reflected in the JPY. So, despite money flowing into the country, our stock market has fallen. What happens if the in-flow stops? Sounds bearish to me."
From what I gather there has been strong demand for Corporate and Govt Bonds over stocks
I think this is why Australian Stocks are lagging so much
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- redback report, week ended 17/2/2012
XJO
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8,630.3

redback report, week ended 17/2/2012, page-2
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Shanthar Pathmanathan, MD
Shanthar Pathmanathan
MD
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