Debt structures are limiting growth:Japan has repeatedly challengedconventional wisdom over the last 35 years.All five macro experiments belowprovide important insights for investors globally,since they relate to theprotracted process of private and public sector debt-deleveraging.
20170106-MACQUARIE-MACQ-RO_INSIGHTS:JAPAN’S_DEBT-DELEVERAGING_MARATHON-174687.pdf
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