tag:blogger.com,1999:blog-11027528911364475.post4563964698960213237..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: Regime Change in JapanJakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-11027528911364475.post-905123845076832302009-08-31T05:58:04.503-07:002009-08-31T05:58:04.503-07:00good points... i guess i am a bit skeptical that c...good points... i guess i am a bit skeptical that cheaper education will increase the birth rate and the future of japan. this seems too super-secular for me.<br /><br />for me it's a slightly shorter time frame than saying lets invest in the moon as it may be inhabited in 100 years. too far off to understand the dynamics of everything involved to make an investment.Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-7645709759526941672009-08-31T01:05:40.963-07:002009-08-31T01:05:40.963-07:00Remember its not what is happening now - but what ...Remember its not what is happening now - but what is its longterm prospects.<br />Given only approx 4% of Japanese residents are invested in the stock market against 40%+ for other developed countries, there appears to very big scope for increased investment funds.<br />High pe = bullish<br />Low bv historically = bullish<br />Change of government = bullishAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-7058513113088350272009-08-31T00:52:34.720-07:002009-08-31T00:52:34.720-07:00Paul Tudor's thoughts re: Japan:
"[H]e t...Paul Tudor's thoughts re: Japan:<br /><br />"[H]e thinks that Japan is an interesting story going forward due to the lower-house elections where the Liberal Democratic Party lost. Tudor feels this will spur new investment into the country and he is not the only hedge fund manager that we've seen talking about Japan lately. This will be an interesting theme to follow as more and more managers begin to warm-up to the previously frigid investment opportunities in that country."Anonymousnoreply@blogger.com