tag:blogger.com,1999:blog-11027528911364475.post6523755818636015939..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: Japanese Tertiary Index "Unexpectedly" DeclinesJakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-11027528911364475.post-44380030039066957542009-07-16T04:33:50.619-07:002009-07-16T04:33:50.619-07:00interesting. thanksinteresting. thanksJakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-2543227112700597662009-07-15T21:38:29.870-07:002009-07-15T21:38:29.870-07:00I've actually started investing in Japan.
Its ...I've actually started investing in Japan.<br />Its been in a bear market for ages. The entire market is trading at 1.5x BV!!<br />Japan will likely be entering a multi decade bullrun in the next few years.<br />Albeit the PE ratio is bad, but its based on trough earnings and trough bookvalues.<br />Japan will have first mover advantage in the robotics industry as it needs to develop technology to counter its lack of productivity from its negative demographics.<br />Can you imagine what will happen to Japans exports when productivity slows worldwide when populations begin to peak?Anonymousnoreply@blogger.com