Playing Japan

Ark_Welder

FATHEROFTWO wrote: »

At present I have zero exposure to Japan and have specific asian funds that exclude Japan due to the 20 year recession but everything must come to an end and if there is a crisis there are always people who benefit from it in some way.

It maybe time to take a second look at Japan for the long term provided there is a hedge to protect the investor or benefit from the potential currency crash.

Then your answer is to leave it in the hands of a professional fund manager that (hopefully) has the knowledge and experience to do what is necessary at the appropriate time.

sabretoothtigger

Many asia funds will have a version that includes Japan if wanted. I took that option with a manager because its obvious great value could exist and in a unique technological way


I have a small obsession with charts, I think this shows the currency gap between markets better


So the DOW in red minus the Currency gap shown in green is the true comparison to NIKKEI in blue.

Over 2 years Dow gained like 26% more but 5yr is quite close. I think alot of the difference might just be perception




5yr

FATHEROFTWO_2

Sabretoothtiger.

Interesting charts

The second chart does no show tthe comparison between the Yen and the Nikkei as they continue to print more yen.that would be an intersting comparison to show.

As I say I have no exposure to japan at present but find the possible outcomes interesting if the scenario pans out.

I too have the Aberdeen asia fund and also the first state asia pacific leaders fund Ex Japan for both.