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Never mind the U.S., if Bienville Capital's Cullen Thompson is right then Japan is where the...

Never mind the U.S., if Bienville Capital's Cullen Thompson is right then Japan is where the action is at. Despite the fact that Japanese markets have already rallied, with monetary easing looking increasingly likely, Thompson says they're set to embark on an even bigger run. If easing happens, he notes, you could have a 50% to 60% surge in Japanese equities - which could translate into a decade of equity returns over just a nine month period.
Comments (3)
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    The four major Japanese banks are the most likely to benefit in the near term from loose monetary policies. Exporters will benefit from a weaker Yen, but the problem is that many of them are not doing that well. Hedge funds front-running Yen carry trade are the main source of the weakness. The end of March is also a time when many Japanese corporations repatriate Yen back to Japan. Overall March could be a very volatile month for shareholders of Japanese companies.
    1 Mar 2013, 07:26 PM Reply Like
  • DeepValueLover
    , contributor
    Comments (8167) | Send Message
     
    Go long (TKECF.PK) and (SNE).

     

    Japanese inflation is just beginning and these two should shine.
    1 Mar 2013, 08:03 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    I like some of the recent moves by Sony, but the debt levels are quite massive. In many ways they are seen as the company of the past, and that image needs to change.
    1 Mar 2013, 08:27 PM Reply Like
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