Japan has become an irrational market, pumped up by liquidity but no fundamentals. U sure u wanna ride along?

From what i see in economist and other things, consumer confidence like finally is coming back to them. Good indicator?

Easing, Yen weakening, Japanese goods will become more competitive, pricing-wise.

But how much will that translate into actual growth and profitability? We have no numbers, yet. It's a gamble that u have to decide whether to take or not.

Think i will try small haha. 10k should be a safe bet?

Depends on how much % 10K is to your portfolio lo...

My first venture into global funds. I have very good feeling on abenomics. Hope it doesnt go wrong

Feelings...not a good thing to use in investing bro

Thanks bro.

Really need to sleep over it and think it want to put where. Everywhere also die now

Put local shares,over valued

Maybe just park all into bond fund la

Idunnolol, lets discuss. Japan economy is stagnant at the moment hence the central bank is definitely doing something about it.

So if you are planning to hold for long terms (ETA 5 years), then by all means buy now. it's a gamble. Unless Japan go into recession lar. which I doubt

This post has been edited by TakoC: May 23 2013, 12:15 AM

well said...
QUOTE(Pink Spider @ May 23 2013, 12:00 AM)

"Feelings...not a good thing to use in investing bro"

i got this from Hwang IM....under fund manager's journal
Catch the Equity Wave
Created on 26 April 2013 Author: Gan Eng Peng

here is part of it...go read the full story....
"Whether or not Japan can successfully pull itself out of deflation thru Abenomics is yet to be seen as this looks like a Japanese déjà vu. Japan experimented with similar economic strategy back in the 80s, which did not produce the desired, lasting result. It lacked the structural reforms to address the issue of aging population. As such, we are still observing the Japanese market and not participating in it for the time being.

Let's don't talk technical economics, let's just talk kopitiam talk - look around u, are ppl choosing Korean products over Japanese ones purely based on pricing alone? Cars maybe still yes, but in terms of electronics and electricals, Koreans are already above the Japs. So, competitive pricing from weakening Yen will take some sales away from Korea, but I doubt that it will be much.

I dont think they will go into recession or at least not full blown. IMO,a collapsed japan is not a good thing . One point for my optimism is here

http://theweek.com/article/index/244486/ha...onomic-problems

The reason is that Japan will have no choice. The fiscal and monetary expansion started in the first few months of Abenomics has been so extreme that there is no turning back. Unless Japan can achieve much faster economic growth, Abe's radical experiment with macroeconomic stimulus will create a debt and monetary overhang so huge that it will bankrupt the financial system and possibly trigger hyper-inflation.

So its either do or die for them

Your simple interpretation as usual

Btw bro, on that.. I'm thinking whether to buy in HUP SENG a not lar. Pana just bought in at RM4. Doubt it will have much capital appreciation. Dividend yield 4%+

Should I dump the money to top up UT, or go with share?

I diversify into local stocks mainly for passive cash flows from dividends, capital appreciation is of secondary concern.

Tell u what, I got a friend who is one of the top salesguy at a major electrical chain. When I discussed with him about PANAMY...



Oops, U meant Pana jie jie izit

^ Just refer to bold above

This post has been edited by Pink Spider: May 23 2013, 12:27 AM

in the same article,...dun forget....
"Abe's policy cocktail is insufficient because Japan's growth challenge is structural at root, resulting from demographic change and a misallocation of investment. The ageing and shrinking of Japan’s population is a huge brake on growth. So is the country's wealth: Japanese manufacturers' outsourcing to lower-cost east Asian countries will and should go on despite a more favorable exchange rate. [Financial Times]"

This is also in it

current plan does help Abe win a majority in the upper house of Japan's parliament, the Diet, he'll have newfound power to steamroll opposition and push through at least some of the structural reforms — such as greater international competition, higher female labor participation, employment deregulation, lower energy prices, and corporate taxation — needed to push the Japanese economy to the next level.

Too much fighting among political party,nobody want to get job done. Something like BN/PR

Even if you work in Japanese company, you will adapt to their slow and non sensitive to change culture. Not accept others culture and diversify, super protective with all senior level get many claims and incentive compare to local dumb ass culture. How to grow like this type of behaviour? I seriously not looking good at Japan at all.

and higher female labour participation? One thing I like about Japan though, theirs is still a fairly sexist and conservative society, hubby go home, wify must be ready with slippers and all those things

dam sexist u are >< u believe in women should stay in kitchen stuff? haha

Not that they cannot work, but they should put household before career