Well, lets chess board this through a step or two ahead....if Japan becomes uninhabitable for, say, the next 50 years, who are the big winners and losers likely to be?
WINNERS: CHINA! (Compete with the Japs in a lot of tech, even though much Japanese manufacturing long since left for China, Korea, Singapore and Malaysia).
US Auto manufactures
Asian Tigers? (Hard to say, since a lot of their orders came from Japan, i.e, both competitor and customer).
Taiwan
LOSERS: Obviously all interests with big Japanese real estate holdings, i.e, Japanese banks, insurance cos.
Customers depending on order flow from Japan (i.e, China).
Multinationals with large proportion of sales in Japan (IBM, CSCO, INTC, BA, MSFT, HPQ).
Not sure of any of this. Corrections and comments welcome. I wanna get my lists in order before the evacuations start in earnest. |
