what does phase zero mean, but you are saying he now classes japan as emerging market, i was thinking about investing through one of the rabo japan funds.
Every year commentators say this will be Japan's year, and every year the recovery falters. It's in it's THIRD decade of stagnation now....don't see any reason for that to change.
ps Ringledman, did you once post on AAM as Walk2thewater (or something like that?).....just curious!
Every year commentators say this will be Japan's year, and every year the recovery falters. It's in it's THIRD decade of stagnation now....don't see any reason for that to change.
ps Ringledman, did you once post on AAM as Walk2thewater (or something like that?).....just curious!
You seem to be confused between economic growth and stock market returns. If you do some research you will find that there is zero correlation (actually there is a slightly negative correlation) between the two.
As such Japan's economic recovery is irrelevant to the return of their stock market.
The key driver of stock market returns is starting valuation for which Japan is the cheapest global market.
Never posted as anyone else. Why would I. But concerned if many other are into Japan. I dont like to be late to the investment class ;-). Prefer to buy low when the asset is truely hated. I'll let you know once Japan is back up for you to get in ;-)
Back then Nikkei was about 18,000....now it's 10,500.
Having said that, the negatives are all there: ageing poplution, crushing public debt, endless deflation, inflexible labour market, unstable government, negative sentiment and general diminushing political and economic power.
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