The Motley Fool Discussion Boards
International Investing / Japan (Nikkei 225)
|Subject: Re: Best place to be is Japan in 2010?||Date: 2/25/2010 2:17 PM|
|Author: TMFCogitarius||Number: 1619 of 1635|
Greetings to you too, Takahashi san. Thanks for bringing this board back to life with your uniquely local perspective on Japan.
Good to see you're already familiar with Jim Rogers and Marc Faber, both seasoned Asia hands. Rogers is much more China/ commodities focused, while Faber keeps reminding us that the world has 'forgotten' Japan. Both, however, are equally anti-US!
When it comes to 'value' or 'net nets', it's critical to be able to pinpoint at least one or more catalysts to trigger the upside move. As you can imagine, that's not easy in Japan's current domestic market, not to mention the growth challenges in its biggest export markets.
One great Japanese growth company is Fast Retailing, which we've been debating over on the Global Gains boards under the guidance of TMFDoraemon, who's very familiar with Japan.
What do you think of it?
If you're interested, you may want to check it out with a free trial
[shameless plug, as we call it around here :) ]
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