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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...



In addition to the articles and research notes
that appear on this site spotlightideas is
available for commission work where unique,
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There is no formulaic approach to
evaluating an opportunity or situation. The
concept behind macro ideas is “What if?”
Global/Regional/national situations...


Chinese Press features Stephen Pope and Spotlight Ideas

Saturday November 1st 2014

 

http://finance.sina.com.cn/money/forex/20141101/004720703323.shtml

http://usstock.jrj.com.cn/2014/10/31213318276036.shtml

http://news.cnyes.com/20141103/%E5%8D%81%E6%9C%88%E6%9C%80%E5%90%8E%E4%B8%80%E6%97%A5%E6%A8%99%E6%99%AE%E9%81%93%E6%8C%87%E5%89%B5%E5%85%A9%E5%B9%B4%E7%B4%80%E9%8C%84%E6%96%B0%E9%AB%98-084832304151410.shtml?c=detail


Spotlight Ideas总经理Stephen Pope表示,美国对日本的出口占到出口总量的4.5%,所以日本央行的举动可以抵御通胀风险并且削减通缩可能对消费带来的影响。另外,日本央行的行动可以提振基本经济,进而对企业未来盈利产生积极影响

日本作全球第三大经济体,美国每年向日本出口的商品占比达到4.5%,因此任何能消除通,增加消者支出并提振日本经济的措施美国都是有利的,未来业绩长产生非常极的影响,”Spotlight Ideas基金理蒂芬帕派(Stephen Pope)表示。

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