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3/18/2011 0 Comments G7 Currency InterventionWith the G7 intervening in the currency markets, selling Yen, downside potential of the Japanese markets seems to have resided a bit. Short of any major catastrophes occurring with the reactors this should be a good time to start to look into companies in Japan to buy on weakness. Naturally it would be smart to avoid insurers as well as other companies that will be affected by the aftermath of the quake. Export companies, specifically automation companies, would most likely benefit from the recovery and the longer term downside of the Yen.
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3/11/2011 0 Comments Quake in JapanLooking at the images on the screen one can only imagine the disarray in Japan at this time, making it harder to look at how this will change the outlook for the economy going forward. The JPY has strengthened dramatically on the news of the quake and subsequent tsunami but I think over the medium term the BOJ will increase the flow of cheap money into the market to assist with the rebuilding of the countryside and infrastructure. This could ultimately be a negative for the Yen as the economy struggles to hold on to the small gains on growth that they have achieved through more easing.
3/7/2011 1 Comment China’s New Loan YardstickChina is suspending their method for measuring new credit in their country while they officially roll out a new one. This should add a certain degree of concern to investors in China, as the past measurements seems to have been materially inaccurate. I am also concerned with the new method that China will be using; amid an overheated real estate market it may be too enticing to use a method that would lessen the appearance of a growing problem. The overall picture must be taken into account and individual numbers should not carry too much merit.
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