Jim Walker – Think Piece

Featuring Jim Walker

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. This week Jim Walker, Chief Economist at Asianomics Ltd, tells us what’s on his radar.

Published on
12 January, 2015
Topic
Global Outlook
Duration
20 minutes
Asset class
Currencies, Equities
Rating
6

Comments

  • NS

    Nico S.

    17 1 2015 13:25

    3       0

    Great, great, great interview! A bundle of knowledge without the hubris of a typical investment lad. Shorting Nikkei right - when is the question. Japan...a bug in search of a windshield...

  • KA

    Kelly A.

    12 1 2015 23:13

    1       0

    Useful stuff about dangers in Japanese stock market. So much rah rah about it in the USA.

  • TJ

    Tay J.

    12 1 2015 22:49

    2       0

    Yes, it's always the relatively quiet, soft-spoken guys you want to listen to ... Especially when they highlight potential blockbuster trades … even better: ones that contradict the consensus.

  • MM

    Myles M.

    12 1 2015 16:03

    14       0

    GMI produced a graph of the S&P devalued by QE about 12 months ago. It would be very interesting to see a similar graph showing the effects of Abenomics-induced QE on the Nikkei.