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good point from Enzio . This said the BOJ tightening has been already largely priced in the market and I am not overly concerned by Japan considering the ample domestic liquidity for onshore equities investments. Same goes for earnings and Japan can certainly accomodate a mild US slowdown.
Jun 23 13:30 pm
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All Comments by pascal jeannenot »The Long Case for Japanese Stocks (EWJ) [View article]
However the point is now rather : will FOMC tighten further in august (probabilities are as high as 70 %) In which case at what stage will the typical scenarios of stagflation or economic slowdown take the lead amidst US financial community ? In a certain way news of a US house price fall or economic slowdown would be welcomed at that point by Japanese stockmarket.