USDYENWe are long due to the bias from the government support, however as we edge closer to the noted levels we are going to see some level of sideway movement if not correction.
NIYZ2020 trade ideas
N225 Attack this market on the LONG side .. while onlookers stare in shock and awe & stay on the sidelines ... KEEP BUYING. No reason for this market to give back gains .. imo BOJ will expand QE programme into larger purchases of index linked ETFS & other equity related instruments.
I favour buying leading names in the N225 .. BANKS/ELECTRONICS/AUTOS/INDUSTRIAL MANAFACTURERS.
NMR is my favourite play .. levraged play on the N225 with kicker of JGB on balance sheet!
