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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (71916)	3/13/2011 10:28:49 PM
From: TobagoJack	Read Replies (1) \| Respond to of 220037

just in in-tray, per greed n fear Subject: GREED & fear - 13 March, 2011 - Flash The bottom line is that GREED & fear would not advise anyone to sell Japan as a result of this event though it should be noted that GREED & fear’s constructive view on the Japanese stock market is not based on the assumption that the yen will weaken. And Friday’s events are likely to cause it to appreciate in the near term. GREED & fear would also advise investors to buy or add to positions in insurance and property stocks on any significant weakness. The insurance sector is probably better reserved than markets assume while it remains a long-term geared play on the stock market, which is why there may well be an initial sharp sell off since absolute-return investors have been long this sector on the macro trade. As for the property sector, the impressive ability of swaying office buildings in central Tokyo to withstand the quake will likely only accelerate the move into Grade A buildings where vacancy rates are modest; an estimated 4% by March 2011 in the case of Mitsubishi Estate.