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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 (3464)9/2/2003 3:45:26 PM
From: Crossy  Read Replies (3) | Respond to of 3902
 
Borb,
yes that's a purely financial effect but these times it often outweighs the "real economic" monetary flow .. I predict a stronger Yen too, usually this is some sort of an "avalanche" effect.. the yen could go up 20-40% over the next 3 years IMHO.. I'll stay with exporters for the time being.. NExt spring I will reasess my weighing between the different groups in Japanese equities I have and probably buy some more domestically oriented firms that are net importers..

rgrds
CROSSY