Cameron Brandt says that tremendous interest was seen over the past 18 months for dedicated India equity funds domiciled in Japan and those flows have just rolled over so that suggests to me that there may be more to come. Despite the significant unwinding of the carry trade, the prompt Bank of Japan signalling resulted in quite a few trades not unwinding.
European shares end lower on US Fed rate, Trump jitters
European shares fell on Friday, dragged down by disappointing earnings, concerns about the impact of U.S. President-elect Donald Trump’s policies, and a jump in Treasury