- 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.
Jananese Shares are Still a Buy
November 27th, 2014 · No Comments