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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: gregor_us who wrote (21000)1/11/2005 9:56:59 AM
From: Knighty Tin  Respond to of 116555
 
What is missing from the Japanese story is the domestic economy. This is a very rich country full of savers. If you have a product or service the people need, they can afford to buy it. That's why I love the small and mid caps who are not dependent on the USA or China.



To: gregor_us who wrote (21000)1/11/2005 1:48:36 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 116555
 
Japan is more of a structural play now. They have made a lot of progress with bad loans and corporate restructuring even though they still have quite a way to go. Also the Nikkei has greatly underperformed most other markets the last 6 months, but now shows signs of wanting to catch up

Too, the yen seems to have replaced the euro as the dollar's bear's currency of choice. Truly the sweet spot for Japan fund investors.


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