Japan?

I keep getting bombarded with email about Japan. The biggest question is why
am I so bullish about Japan? Actually, as of today, my Japan holding has
given the least returns this year. In fact, it is pulling my portfolio down.
But I am most bullish about Japan, even more than Gold and Latin America. I
feel both Gold and Latin America have some chances of pulling back because
the basis of their returns is not very fundamentally a strong basis. But
Japan to me is another discussion.

The fundamentals are strong for Japan. Their reforms are working, their
banks are stronger and more autonomous and their business growth is in the
right direction. So, Japan this year is another discussion.

www.goodanalyst.com

Re: Japan?

Good Analyst wrote:
> I keep getting bombarded with email about Japan. The biggest question is why
> am I so bullish about Japan? Actually, as of today, my Japan holding has
> given the least returns this year. In fact, it is pulling my portfolio down.
> But I am most bullish about Japan, even more than Gold and Latin America. I
> feel both Gold and Latin America have some chances of pulling back because
> the basis of their returns is not very fundamentally a strong basis. But
> Japan to me is another discussion.
>
> The fundamentals are strong for Japan. Their reforms are working, their
> banks are stronger and more autonomous and their business growth is in the
> right direction. So, Japan this year is another discussion.
>
> www.goodanalyst.com

Asian Stocks Drop; Japan's Nikkei Falls on Morgan Stanley Call

Re: Japan?

Yes, not doing too good all of a sudden .. just when I posted this. I guess
I will wait and watch.
www.goodanalyst.com

"Flasherly" <> wrote in message
news:
>
> Good Analyst wrote:
>> I keep getting bombarded with email about Japan. The biggest question is
>> why
>> am I so bullish about Japan? Actually, as of today, my Japan holding has
>> given the least returns this year. In fact, it is pulling my portfolio
>> down.
>> But I am most bullish about Japan, even more than Gold and Latin America.
>> I
>> feel both Gold and Latin America have some chances of pulling back
>> because
>> the basis of their returns is not very fundamentally a strong basis. But
>> Japan to me is another discussion.
>>
>> The fundamentals are strong for Japan. Their reforms are working, their
>> banks are stronger and more autonomous and their business growth is in
>> the
>> right direction. So, Japan this year is another discussion.
>>
>> www.goodanalyst.com
>
> Asian Stocks Drop; Japan's Nikkei Falls on Morgan Stanley Call
>
>
>

Re: Japan?

Good Analyst wrote:
> Yes, not doing too good all of a sudden .. just when I posted this. I guess
> I will wait and watch.

I'm bullish on Asia in general, though I was in earlier when the stress
wasn't on overbought. I didn't see anything in the article that
downplays favorable government conditions when Japan came into favor.
Just another cards on the table, when the 3rd largest investment
institution starts looking dour, although I'll ride the dragon awhile
longer.