Comments on Market Puzzle's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/market-puzzle/articles http://seekingalpha.com/article/86467-should-japan-investors-welcome-the-return-of-inflation?source=feed#comment-601474 601474 Fri, 24 Jul 2009 19:05:21 -0400 http://seekingalpha.com/article/86467-should-japan-investors-welcome-the-return-of-inflation?source=feed#comment-213127 213127 Thu, 24 Jul 2008 09:05:15 -0400
And yes, as the article implies, it's cost-push inflation, not the best kind.

But as is typical with many phenomena in equity markets, the inflation is likely to be harmful in some cases, potentially helpful in others. Manufacturers will have to weigh resistance to price hikes. There very well might be enough resistance to hurt. But if the inflation is bothersome enough to manufacturers, the BoJ may have to respond, and that could make Japanese banks look even cheaper than they already do as spreads might widen.

Disclosure: Long Japanese banks since winter and loving it.]]> http://seekingalpha.com/article/86467-should-japan-investors-welcome-the-return-of-inflation?source=feed#comment-212384 212384 Wed, 23 Jul 2008 11:13:00 -0400