Home>PIMCO’s Cyclical Outlook for Asia: Awaiting the Policy Breakthrough
PIMCO’s Cyclical Outlook for Asia: Awaiting the Policy Breakthrough
Perspectives Content Submission
Fri, 28 Dec 2012
Our base case for China includes incremental policy reform, but we also see an increased chance of a potential positive surprise on reform, resulting from the recent changes in leadership. Japan’s new government will likely focus on reflating the structurally impaired economy, but policy effective…
Relative to history and expectations, bonds are overpriced in general, says Loomis Sayles Bond manager Dan Fuss, who is taking a selective approach with caution toward credit risk.