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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: gregor_us who wrote (21000)1/11/2005 1:48:36 PM
From: Crimson Ghost  Read Replies (1) of 116555
 
Japan is more of a structural play now. They have made a lot of progress with bad loans and corporate restructuring even though they still have quite a way to go. Also the Nikkei has greatly underperformed most other markets the last 6 months, but now shows signs of wanting to catch up

Too, the yen seems to have replaced the euro as the dollar's bear's currency of choice. Truly the sweet spot for Japan fund investors.
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