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japanese markets
michael tarlowski/white eagle
Posted: 01 January 2013 08:58:57(UTC)
#1

Joined: 01/01/2013(UTC)
Posts: 2

whats the best way to gain exposure bearing in mind the yens collapse
Wanderer
Posted: 01 January 2013 13:30:41(UTC)
#2

Joined: 16/03/2010(UTC)
Posts: 3

Was thanked: 1 time(s) in 1 post(s)
Ruffer Investment Company would give some targeted exposure to Japan. They also hedge the yen currency risk. A more full on Japanese fumd is C F Ruffer Japanese fund. This does not apear to be hedged
Donald Chan
Posted: 02 January 2013 14:51:40(UTC)
#3

Joined: 23/06/2010(UTC)
Posts: 5

What percentage depreciation constitutes a "collapse"?
michael tarlowski/white eagle
Posted: 02 January 2013 18:33:44(UTC)
#4

Joined: 01/01/2013(UTC)
Posts: 2

a drop of 10-15% of the yens value vs the us dollar will have a negative effect on investments on the japanese stockmarket unless they are hedged which in most cases they are not
Moylando
Posted: 02 January 2013 22:45:34(UTC)
#5

Joined: 08/09/2010(UTC)
Posts: 28

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Doesn't the hedge negate the upside
masud butt
Posted: 06 January 2013 13:49:23(UTC)
#6

Joined: 10/07/2010(UTC)
Posts: 52

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Baillie Gifford, Japan Investment Trust at 6% discount.
John Osborne
Posted: 07 January 2013 13:23:00(UTC)
#7

Joined: 13/07/2010(UTC)
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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.
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