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Strategies & Market Trends : Asia Forum
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To: MikeM54321 who wrote (8235)3/8/1999 8:13:00 PM
From: Ramsey Su  Read Replies (2) of 9980
 
Mike,

the problem with these headlines is just that, headlines with no substance. Unfortunately, one of the best Japanese sites, Nikkei Net, just went fee and I am too cheap to pay.

Let us go back to the problems haunting Japan, in no particular order:

Banks - what has changed?
Under funded pension plans - what has changed?
Corporate earnings - going down or up?
Trade - surplus going up because of lessor export but even less import.

In fact, just go through all the items that made news in the last few years and try to figure out what has changed? While I have heard various opinions about how Japan had hit bottom, I have yet to see any credible quantitative analysis supporting same.

I still think the yen is the best signal for recovery and the current level is too high.

Just my 2 cents.

Ramsey
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