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Strategies & Market Trends : JAPAN-Nikkei-Time to go back up? -- Ignore unavailable to you. Want to Upgrade?

To: borb who wrote (3262)	2/20/2003 4:51:21 PM
From: Crossy	Read Replies (1) \| Respond to of 3902

Borb, look at the US trade deficit. It's going up. We have even the desired small blip of inflation (ex energy). so the US ecnoomy is doing a "reflate" which was the desired effect. Japan could be a big beneficiary of this as a net exporter (either it's factories or it's companies with plants in other Asian location). I recently read an overview on Japanese deflation. Most hit was household appliances and consumer noncyclicals. Those sectors I would avoid for now. Good are especially components with a good export (or indirect export) proposition. So machine tools, electronic parts, semiconductors, in the future evenn Semi equipment - could be nice sectors to take positions in. I would even consider some totally written off domestic service sectors like brokers, non-bank financial service firms and even banks with little bad debt. Usually regional banks were more prudent in Japan wrt. to bad loans. Of course a thorough analysis would be necessary.. rgrds CROSSY