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Strategies & Market Trends : Group Therapy
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To: E. Graphs who wrote (3547)8/31/2001 5:26:01 PM
From: Wolf 2  Read Replies (1) of 4564
 
E!:

Just a quick comment on Japan.

I recall, when I was still actively involved in international reinsurance in the early 80's, it was an open 'secret' that many Japanese financial institutions including Banks and Insurance Companies (often the two were corporately related) were carrying 'permanently impaired' assets on their balance sheets at book value. Many argued that the longer that situation was allowed to continue, the more severe the ultimate consequences. The Japanese regulators/politicians refused to act and, IMHO, the woes of the past decade were the direct result of their failure to face up to those impairments. The good news is that full disclosure is, apparently, mandated for this Fall in Japan. While this is probably making the Japanese market nervous until D-day, I believe it will finally clear the way for a recovery. Of course, the current slowdown in the rest of World (save China and a few others) may slow that event.

Wolf (the long-winded)
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