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Schroder Japan Share Discussion Threads
Showing 26 to 48 of 50 messages
|Hugh Hendry on his Japan trade...
So when I look at the year, I started the year hugely bullish on Japan. Hugely bullish, let me say, not qualitatively. I’m not an advocate of the three arrows and the resuscitation to the great heights of whatever Japan represented in the 1980s.
I am saying that I can see persistent failure to achieve such honourable ambitions, which leaves no recourse but to intervene again and again and again. Therefore I see the Yen being a weak currency.
The other side of that, the stock market, being higher and higher and higher. But I think four months of the year the Japanese market had fallen 16% from its high, and I had to swallow my pride and I had to reduce position.
I had to sell at lower prices, and yet, such is the foreboding presence or shadow cast by the Bank of Japan, that not even if we mentioned the recent intervention, without that intervention the Nikkei had gone back to its previous highs. So I was wrong in selling.
Long-term Memory in Stock Market Prices
Andrew W. Lo
NBER Working Paper No. 2984
Issued in May 1989
|and another FACT.... it only fell because those in 2006 wanted their money back.
|So if you turn the tele off and ignore the doom and gloomers and just look at facts....
107 looks like support?
|is it time to run a ruler over this again?|
|Well they got the 2020 Olympics!|
|I might buy more if it goes up a bit, or down a bit.... seems a bit lost for direction at the moment, so happy to hold on for a bit.|
|whats the skinny ryandj, another buying opp you think?|
|Support at 122 would be good - the share price is at quite a discount to the NAV of 140 so there's either some catching up to do or a safety cushion in any down moves for Japan. Corporate reporting in Tokyo not been that great this week, but I think it's still good for more upward moves.|
|wotcha ryandj, so Abe is now in full control of the job lot then :) he can do what he likes when he like!
thinking 122 will become support now|
|Haha yes sounds rather bullish! Not far off the earlier highs, and the NAV is about 140 so far. More of this please!|
|Silver Shoplifters Steal Bowls of Rice as Abe Cuts Welfare
|Looking good for a run up to and past the highs of May.|
|and 100 on USDJPY|
|im expecting abit of resistance around teh 122 num3er
|Taken a few down here for the long term|
|squeaky bum time this morning, nice to see it recover a bit|
|More or less - they all move about with varying discounts / premiums to NAV but tend to roughly follow the nikkei|
|no just this one ryandj, i bet there all much of a muchness though :)|
|Are you in any other Japan funds? I like the look of JPS and BGFD.|
|Welcome back in - I went back in a little bit higher.|
|in today @ 110|