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Strategies & Market Trends : JAPAN-Nikkei-Time to go back up?
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To: borb who wrote (3354)6/23/2003 7:58:15 AM
From: Elmer  Read Replies (3) of 3902
 
In this weekend's edition of Barron's, the roundtable panelists were bullish on Japanese equities and bearish on JG bonds. The consensus is that the weak dollar is forcing the BOJ to re-liquify, namely inject currency by buying bonds out of the market. And that fresh currency needs to find a home which will either create consumer price inflation (which is good for Japan) or inflate equities (which is good for us).

The Japanese banks should be major beneficiaries given that they hold portfolios of stocks and are levered plays on the equities markets. They also benefit with respect to the collectability of bad debts if the consumer price inflation results in economic growth.

This is "seat belt" time if this all works.
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