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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (41772)	3/15/2011 1:40:48 PM
From: Spekulatius	Read Replies (1) of 78531

re Japan - my thinking is that electricity shortage/ rolling blackouts will hurt heavy industries the most, since it is very difficult to restart a steel mill/refinery/ chemical plant etc. Light manufacturing can cope with predicable blackouts although it is not easy and they may get hit with shortages on parts themselves. It's not pretty but I think the Japanese will find a way to keep their economy going. The Japanese have plenty of engineering resources and companies to rebuild their infrastructure and my guess is that most work will be kept in the country.

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