{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6478a825654260001190a7cb/649b37fcac60c800111e929e?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Does Japan’s stock market rally have legs?","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/cover/1685628882923-54ca618a5ffc4483d06696296c894843.jpeg?height=200","description":"<p>Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary policy is giving stocks a boost, and its corporate governance is becoming more friendly to shareholders. But is the rally overextended? Also, we go long Greek bonds and short the liquidators trying to get $1.3bn from the founders of Three Arrows Capital.</p><p><br></p><p><strong>Links:</strong></p><p>Read the <a href=\"https://www.ft.com/content/78d4804d-1470-4376-972e-624ff122991c\" rel=\"noopener noreferrer\" target=\"_blank\">Unhedged newsletter</a> on Japan</p><p><br></p><p>For a free 90-day trial to the Unhedged newsletter go to: <a href=\"https://www.ft.com/unhedgedoffer\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ft.com/unhedgedoffer</a></p><p>Follow Ethan Wu (<a href=\"https://twitter.com/ethanywu\" rel=\"noopener noreferrer\" target=\"_blank\">@ethanywu</a>) and Katie Martin (<a href=\"https://twitter.com/katie_martin_fx\" rel=\"noopener noreferrer\" target=\"_blank\">@katie_martin_fx</a>) on Twitter. You can email Ethan at <a href=\"mailto:ethan.wu@ft.com\" rel=\"noopener noreferrer\" target=\"_blank\">ethan.wu@ft.com</a>.</p><p><br></p><p><a href=\"https://www.ft.com/content/373b0d49-c451-48e5-85b3-5d565b00606d\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Read a transcript of this episode on FT.com</strong></a></p>","author_name":"Financial Times & Pushkin Industries"}