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Japan macro-strategy:Stock ideas for a stock-picking market

Japanese traditions: we believe there are opportunities in “Cyclical
Value”names in the year after the OECD LI troughs. The latter last
occurred in March2016. At other times we believe Japan is a
stock-picking market with investorsneeding to focus on high ROE
companies, pages 2-6.

    The Macquarie Marquee ideas are our highest conviction analyst
calls.

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