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Bet on reflation: SocGen analyst

Monday, July 25, 2016 - 05:50
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Mr Bokobza says major economies in the world must all work on structural reforms to help global growth

Singapore

DESPITE a deflationary environment and historically low yields, investors should bet on reflation in Japan and emerging markets, said Alain Bokobza, French bank Societe Generale's head of global asset allocation.

His top idea is to sell the Japanese yen till 110 to the US