I did a degree in Asian studies and Economics at University, and when I graduated in 2000, I knew that China was going to be the next big thing. In 2002, I tried to get a job in Asia, but no one was hiring, so I took a job as an emerging market analyst in London, which was a good second option. When I got to London, I was shocked at how little people knew about Asia. It was an afterthought at best. If you have been reading this substack, you should be aware I think JGBs lead US Treasuries.
One of the questions people almost never ask, is why is Japan a lead on the US?
