We have been waiting a long time for a good recovery of the Japanese economy and Stock Market and continually been disappointed.
I invest in BG Shin Nippon and Atlantis Japan Growth, both ITs. Both have done quite well the last year or two and are a mixture of technology and some exporters (Atlantis holds Toyota). Am glad to have avoided mainstream Japan Funds.
Risky, but any more risky than exposure to money printing, euro crisis and well valued stock markets in UK USA?
Exporters and the Japan Stock Market generally might do well in the short term if the new government prints money and the Yen continues depreciation , but all this is just short term noise.
Will this just be a brief rally for Japan then to resume its decline?
UK and European money printing may devalue our currencies just as much as the Yen, so we may not lose in relative terms. Particularly for the UK when we lose our credit rating.
