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I continue to think Japan is a trade and not an investment. The underlying fundamentals are not getting better. I sorta like a couple of companies, but one isn't high on my shopping list and the other I pondered too long and have totally missed out on. The former is Seven and I (Seven & i Holdings Co., Ltd. ADR SVNDY), which owns 7/11. The latter is Fast Retailing (FRCOY, ADR), which is going global with its Uniqlo brand, which is sort of like an IKEA-ish chain offering reasonable clothing. I did well with Japanese bets earlier this year and have no plans to make any Japanese bets.
One interesting Japanese-heavy stock that trades in Singapore is Parkway Life (PRKWF), a healthcare REIT that has a lot of Japanese exposure, including nursing homes. Given Japanese demographics, not a bad idea.
Reply to @johnN: I believe the Japanese trains have left the station several years ago. Oakmark foreign funds have invested heavily in Japan as a backdoor play to Asia's emerging market. Thus far the strategy plays out well.
Recent rise in Japan stock market is a result of the quantitative easing (i.e. printing money) policy that the new prime minister Shinzo Abe is adopting. Will it end the long decline of guardian.co.uk/commentisfree/2013/jan/22/shinzo-abe-quantitative-easing-japan I tend to agree with Scott's statement below -
Comments
https://www.google.com/#output=search&sclient=psy-ab&q='Safer'+Short-Term+Bond+Funds+See+Outflows+&oq='Safer'+Short-Term+Bond+Funds+See+Outflows+&gs_l=hp.3...395.395.0.2211.1.1.0.0.0.0.457.457.4-1.1.0....0...1c.1.19.psy-ab.6ybwIR1MUqE&pbx=1&bav=on.2,or.r_qf.&bvm=bv.48705608,d.aWM&fp=bc6ccf18d1687752&biw=1366&bih=599
investing 101: creating your own equity portfolio
http://www.thebull.com.au/articles/a/38974-create-your-own-u.s.-equity-portfolio-.html
sinkin bond
http://www.wealthdaily.com/articles/sinking-bond-funds/4451
investing 101:
http://www.moneytalksnews.com/2013/07/05/beginning-stock-investor-heres-all-you-need-to-know/
Honda HMC
Nissan NSANY
Look interesting from both valuation and momentum.
Canon CAJ getting close.
One interesting Japanese-heavy stock that trades in Singapore is Parkway Life (PRKWF), a healthcare REIT that has a lot of Japanese exposure, including nursing homes. Given Japanese demographics, not a bad idea.
Recent rise in Japan stock market is a result of the quantitative easing (i.e. printing money) policy that the new prime minister Shinzo Abe is adopting. Will it end the long decline of
guardian.co.uk/commentisfree/2013/jan/22/shinzo-abe-quantitative-easing-japan
I tend to agree with Scott's statement below - .