Jpmorgan Japanese Invest... Share Discussion Threads

[topvest] 23/5/2013 19:59

Not today!

[nod] 22/5/2013 11:59

Japan markets still going onwards and upwards. New five year highs here. Bullish sentiment towards Japan more than compensating for the lower yen. Long may it last.

[nod] 10/5/2013 09:24

The falling Yen boosts sentiment in Japanese exports but reduces the value of our assets when converted to pounds or dollars. So long as the share prices are going up to compensate its not a problem. However, it is also having a reaction on Japanese competitors such as South Korea. While the benefits start off as quite straightforward for UK Japan funds after six months things start to get a lot more complex as the exchange rates take effect one way or another."The yen slid to 101 per dollar for the first time in four years, extending declines spurred by the Bank of Japan's stimulus measures to fight deflation. BOJ's aggressive monetary easing has a big impact on South Korea, Bank of Korea Governor Kim Choong Soo said at a briefing yesterday after the central bank unexpectedly cut its benchmark seven-day repurchase rate by a quarter percentage point to 2.5 percent."

[nod] 07/5/2013 23:09

Onwards and upwards. We've had a 42% rise in the past six months.

[nod] 12/4/2013 08:01

Well done topvest, good timing.

[topvest] 11/4/2013 20:03

Blimey - doing really well this one - buying at 156p in November, looking pretty good!

[nod] 11/4/2013 19:58

I see their top 3 investments are financial companies.

[zcaprd7] 11/4/2013 19:05

Yes, nearly a 50% gain from the lows

[nod] 11/4/2013 10:43

I'm glad I kept a bit in Japan.

[zcaprd7] 11/4/2013 09:26

Good to see the nav has been motoring recently. Still a nice discount though...

[nod] 06/4/2013 03:04

Anyone with Japan funds has been rewarded over the past three months ... for their patience.

[zcaprd7] 23/3/2013 15:00

Well through that, but my other (since sold) funds have not only reduced their discount to nav, but have premiums to nav! Is this lag an opportunity, seems too easy?

[zcaprd7] 04/3/2013 23:56

3 year high..

[nod] 04/3/2013 22:04

And still climbing. Close to the two year high.

[zcaprd7] 01/3/2013 17:27

Seems to be climbing...

[zcaprd7] 23/2/2013 14:02

Yes, my slight concern, but their top ten holdings all look ripe to benefit (banks and exporters) and the video of the fund manager was convincing enough... I though the lagging share price was due to the dividends coming out? (which I like as well)

[nod] 23/2/2013 08:09

Where are the customers' yachts? Written in 1940 is an awesome read. It's about JPM and all BIG brokers who under perform for investors and over perform for themselves. I'm only with JPM because they acquired the previous fund manager and since then this fund has gone nowhere and has under performed its peers even with JPM swapping its sector. One of my worst ever funds in 35 years of investing.

[zcaprd7] 22/2/2013 13:32

Sold out my other 2 remaining Jap funds and stuck it in here - feels too simplistic, but this has under performed them for some time, but nice dividend, discount to NAV and I keep my Japanese exposure - on top of that, the chart looks good - should be at three year highs like all the other Japenese funds...

Surely JP Morgan can manage a fund?

[zcaprd7] 19/2/2013 18:59

Hmm, but sterling still weak...

[nod] 19/2/2013 02:30

Japan still perky :)

[zcaprd7] 11/1/2013 00:15

Moving now. New high

[zcaprd7] 05/1/2013 15:27

Hey nod. Stayed flat because they yield about 4 percent...

[zcaprd7] 19/12/2012 16:29

Well, all the japanese funds are perky today, good news with the elections, at last: