Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (14921)	11/5/2004 12:32:44 PM
From: marginnayan	Read Replies (1) of 116555

RE: Japan UK based Asset Management Company's Investment Summary Report on Japan • Japan is in a different cycle and believes the economy is in the process of reflating • Japan’s corporate debt has already been restructured in contrast to the UK and the US • Corporate debt as % of GDP is the lowest in case of Japan • Corporate restructuring has driven down labour costs • Employment has hit its low Japan’s corporate profitability: • Earnings are the key driver of the stock market • Profitability set to reach the 1989 high Japan’s corporate free cash flow: • Unlike the late 1980s, free cash flow generation is strong • Thus the corporate recovery is far more sustainable

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