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Thanks for sharing those articles! A weaker yen would be great for you if you're investing in yen locally, so enjoy the dollar strength while it lasts :)

As Faber often says, the (investing) world has forgotten Japan!

Longleaf Partners, however, beg to differ:

'The team behind Longleaf Partners (LLPFX) and Longleaf Partners International Fund (LLINX) explains their International Fund's position on Japan:

'There has recently been a lot of attention paid to the significant indebtedness of the Japanese government. In stark contrast to the situation in the public sector, the Japanese companies we invest in are very strongly capitalized and in most cases have significant excess capital. For example, our two non-life-insurance investments in Japan, NipponKoa and Sompo Japan, have solvency margins of 773% and 794% respectively, significantly exceeding the minimum required level of 200%. Quite a few companies in Japan trade at net cash. Our margin of safety is probably larger in Japan than it is in other countries.'

Good luck with your hunt for great Japanese investments!
Global Gains Home Fool
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