investjapan
- Mizuho drinking & selling the kool-aid, sees Topix at 1,400 by year-end, that's +50% on top of gains http://tinyurl.com/lv2qhd (Japanese)4:17 AM Jul 2nd from web
- 個人株主が初の4000万人超、外国人保有比率は過去最大の低下 JP retail investors =40M+ for 1st time; 20% mkt; overseas hldrs fall most ever; 23.6% (Reuters Tokyo)5:20 AM Jun 19th from web
- Robert Feldman: "What Japan Got Right" http://tinyurl.com/ktotln Separately, BoJ just raised economic outlook but stock correction underway6:54 PM Jun 15th from web
- In Marc Faber we trust: http://tinyurl.com/kqspfx. Many thanks to The Daily Reckoning7:58 PM Jun 12th from web
- Rising oil and long bond yields: evidence of recovery or roadblock on horizon? Enter stagflation ... Re. JP: consider $EWJ short, $FXY long10:54 AM Jun 11th from web
- Thanks, but no thanks really; an act of desperation by KKR? http://tinyurl.com/lhf8n86:23 AM Jun 8th from web
- GoJ increasingly unlikely to prop up equities, and big hedge funds going short, while individuals eye overseas yield --- profit-taking time?9:51 AM Jun 2nd from web
- 景気の回復を先取りしているにすぎない米株式市場が思わぬ急落に見舞われても不思議ではなく、米株に連動する日経平均株価もこの先下落する危険性がある。 [MUFJ Sr. Strategist warning] http://tinyurl.com/m65vsg4:22 AM Jun 2nd from web
- MUFJ Trust Sr. Strategist questions the optimism in U.S. equities, says mkt hasn't factored in effects of GM-related unemployment ....4:20 AM Jun 2nd from web
- New blog post: A look at Japanese stock valuations http://bit.ly/haaH67:08 PM May 31st from web
- @prieur the Grantham interview was pretty good but I get the sense that bureaucracy and inflexibility of MFs still stung clients nonetheless4:15 AM May 28th from web
- Japan retail sales decline for 8th consecutive month in April; among the very few bright spots: auto accessories (not "parts") ...4:12 AM May 28th from web
- Markets pretty quiet with holidays in US and UK. Perhaps just more status quo for North Korea. Even gold not impressed. #northkorea5:27 AM May 25th from web
- Yen eases slightly against US$, last at 95.16 in Tokyo. Desensitized to North Korea threat? Yen $FXY remains tough call! #northkorea5:00 AM May 25th from web
- Geopolitical risk (N. Korea nuke test)? What risk: Seoul rallies late to close -0.2%, N225 +1.3%, Hong Kong HSI +0.4%, Shanghai Comp. +0.5%4:51 AM May 25th from web
- JP no plans at present to intervene in forex; 為替介入、現時点でまったく考えの外＝与謝野財務相 http://bit.ly/CCv9x7:32 PM May 21st from web
- もうはまだなり、まだはもうなり、その通りだ。 http://bit.ly/I1d6T4:13 AM May 21st from web
- More Japanese getting Jim Rogers' message about farming ... http://bit.ly/tixRh6:25 AM May 20th from web
- As of Sept. '08 foreign investors held 7.9% of JGBs vs. 50%+ for US Treasuries http://tinyurl.com/qpahvr10:02 AM May 18th from web
- Meaning behind Fitch cut to Japan's external credit rating? Local rating actually upped! All eyes on US AAA. $FXY a tough call...10:00 AM May 18th from web
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