FourBrane

Why Asian Commodities and Defense Stocks Will Do Well

China and Japan have a long history of enmity, culminating in Japan's brutal occupation of China in WWII. While you and I may have forgotten, neither the Chinese nor Japanese have. With Japan re-entering a military phase, no one has to "push" conflict scenarios. They bubble up out of the psyches of all who have studied history in the region.
Both nations are short vital resources, particularly oil, and we can expect friction as a result. Hopefully, it will not go further than some very aggressive bidding up of prices.