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Strategies & Market Trends : John Pitera's Market Laboratory
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To: macavity who wrote (6171)5/25/2002 9:52:25 PM
From: John Pitera  Read Replies (1) of 33421
 
Hi Mac, great point about Japan now being a market of sectors. The past year we've seen how most asset managers have been under weighting Japan. That process has reversed and I think the key driver of the reversal has been when the Markets realized that the US Dollar had morphed into a bear market pattern.

If you pick a Japanese sector that has been forced to compete on the world stage over the past 5-10 years then you probably have as good a company as anywhere else in the world. They are all moving production to Asia and China especially.

I think that probably is a fair statement. Obviously it's hard to quantify.

Tell us more about the actual tempo of Japanese citizen Bullion buying in the Ginza District and other such areas.

John
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