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Jananese Shares are Still a Buy

November 27th, 2014 · No Comments

  • We think that Japanese shares are still attractive, for a number of reasons.
  • They are not expensive, haven’t done much this year, profits are good, big institutions are buying and the government is hell bent of getting Japan out of its deflationary funk.
  • The main risk to us is that the recent tax hike might have done more damage to the reflationary effort than first hoped.

Japanese Shares Are Still A Buy | Seeking Alpha

Tags: Japan