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Hayman Capital Management
內容大綱
In late December 2011, Hayman Capital founder and portfolio manager Kyle Bass was reviewing Japanese government budget projections for 2012. The projections appeared contrary to Hayman Capital's views on Japan, where the fund had built a bearish position. Japan had the world's highest debt burden, whether expressed as a percentage of GDP or government revenue. Guided by recent global events, Bass forecast that Japan would soon experience increases in interest rates, a devaluation of the currency, and eventually, a restructuring of the country's debt.
涵蓋主題
- Asset management
- Organizational behavior
- Economics
- Politics
- Business and government relations
- Financial strategy
- Foreign investments
- Pricing strategy
- Cross-functional management
- Financial engineering
- Accounting
- Advertising
- Strategy execution
- Anti-discrimination policies
- Government policy and regulation
- Credit and loans
- Behavioral finance