Michael L

The Sun's Rising Over Japanese Stocks

A shrinking population and a xenophobic government that will not allow immigration says that demand for domestically produced and consumed goodies are likely to shrink. I like Japan too, an industrial giant in region that is likely to grow much faster than the rest of the world, but my belief is that you want to bet heavy on the Japan's exporters if you are in search of a nice return.

The other thing I wonder about is just how oppressive the pension obligation on Japan's government and corps is to its aging population with fewer workers to replenish the pension honey pot.