Sector Rotation in Equities
- October could be a volatile month for equity markets.
- September started with aggressive rotation out of tech stocks.
- Rebalancing tied to reducing risk and booking profits, or tempering losses.
- Options strategy useful during event risks such as November elections.
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As Abe Steps Down, Did Abenomics Succeed?
- Pre-Abe Japan weighed down by weak growth, large deficits, and deflation.
- The “Three Arrows” initiative sought easy monetary and tight fiscal policies.
- Abenomics turned deflation to positive inflation, boosted jobs market.
- Sustained growth until 2019 slowed by pandemic, second value-added tax.
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