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  • Is the Sun Rising for Japanese Equities? [View article]
    Agree with Mad. I' drather play the long side somewhere else.

    Author did not present any compelling reasons to buy Japan. Expected regime change after 50 years of LDP rule is not necessary a plus. Gridlock and impotence could be the result. No clear reason Japan will benefit from improved China-Taiwan relations eithers. (Japanese themselves seem to think this is very bad for THEM)

    Investors pass over Japan for just about any other Asian markets for very good reasons. Koreans are catching up fast. China's nominal GDP will pass over Japan within 2 years, maybe by the end of THIS year. China's stock market valuations (Ex HK) exceeded Japan's once again and may never look back.

    The Yen carry trade seems to have resumed, money flow may once again be toward the exit. There are just not much catalyst and relative low valuation seem justifiable.
    Jul 23 15:19 pm |Rating: 0 0 |Link to Comment
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