Jpmorgan Japanese Invest... Share Discussion Threads

[nod] 19/4/2006 21:14

JFJ has been a an excellent investment for me and I believe there is plenty of recovery left in Japan. I'm on a timeline of a few years not a few months.

[nephin] 19/4/2006 20:51

nod:

I hate to be a wet blanket here but Japan is a dog - an eighteen carrot pup!

At the start of this year the Sunday Telegraph ran an article where they rounded up seven or eight so called financial pundits and asked them which country would shine this year and about six of them said Japan - this of course should have told every body to dump every Jap I.T that they held immediately, but of course some of us didn't because we believed that there was light at the end of the tunnel.

Now here we are four months down the line and Japan has just fizzled out (Yet again) and of course these so called experts are nowhere to be seen.

If you want to look at an I.T. with real potential have a look at JRS - Japan is a complete waste of time and money - just look at the graph for this thing, have you ever seen such a bloody mess?

[nod] 19/4/2006 05:24

Nikkei 225 up 1%

Japan looks frisky again

[supermum] 18/4/2006 20:04

Nephin.. this may have helped...

NEW YORK (AFX) -- U.S. stocks surged in late-day trading Tuesday, with the Dow Jones Industrial Average on track to post its biggest one-day gain in a year, after minutes from the latest Federal Reserve meeting showed most members agreed the central bank's chapter of steady rate hikes was coming to a close.

[supermum] 18/4/2006 20:02

well... this should certainly help it!

SM

[nephin] 18/4/2006 20:01

Does anybody know why the US market is shooting up - is Bill Clinton back in the White House?

[grippa] 18/4/2006 18:17

Nikkei should fly tomorrow given the action in the US.

[arja] 06/4/2006 12:58

is Japanese market closed for public holiday ? But trust share price rising- maybe currency ?

[knowing] 03/4/2006 12:05

Wasn't the Tankan report out today ?

[grippa] 03/4/2006 12:04

Downtrend on chart that has been in place since Jan is now over!

[grippa] 03/4/2006 12:02

Nikkei at 17,333...and JFJ finally trying to catch up!

[nephin] 02/4/2006 20:10

Very positive article about the Japanese recovery in the Sunday Times today.
The Jap I.T.s should edge up a bit in this coming week

[arja] 01/4/2006 15:33

The "experts" seem to think the tankan report may mean BOJ less lilely to hike interest rates with a resultant weaker yen. Hence a slight depressasnt on out shares in JFJ I suppose !

[arja] 01/4/2006 15:26

nerja,
good point and i overlooked it as i tend to focus on other trading stocks with JFJ in my small portfoliio. I am actually down about 4% on my purchase price and maybe best to be wary when a trust trades at a premium to NAV unless super confident of future trend based on chart . It can change fairly quickly to a discount as you pointed out ! The Nikkei 225 chart suggests it is heading for about 20,000 in time!!

[knowing] 30/3/2006 08:23

Tankan report due tomorrow I think. Will determine trend.

[grippa] 30/3/2006 08:22

Magical 17000 mark crossed...Should see more gains in JFJ soon.

[uhd] 29/3/2006 17:23

Marvellous!! was happy to read this

[orvil] 29/3/2006 17:19

topped up another 3000CFD's today I think we are on a roll

[nerja] 29/3/2006 10:29

arja,
I think all thats happened is that at the start of the year the nav was at a slight premium, now the stock is trading at a 6% discount.

[arja] 29/3/2006 07:36

this trust certainly underperforms the Japanese indices ! Must be bad management or too much churning of stocks !!

[megsta] 24/3/2006 10:16

Japanese trade back in the black

Japan's trade balance returned to surplus in February but the high cost of oil imports continued to be felt.

Japan posted a surplus of 955.7bn yen ($8.17bn; £4.6bn) last month, as exports to China and the US improved.

The surplus, although slightly lower than market expectations, marked a return to the black after Japan saw a surprise 348bn yen deficit in January.

This was largely due to the Lunar holiday season and high oil prices, although the latter remain a factor.

Improving picture

Although an improvement on January's figures, February's surplus was 12% lower than in the same month last year.

The value of exports rose a healthy 21% year-on-year to 5.8 trillion yen, as trade to other Asian economies picked up and Japanese cars continued to prove popular in the US.

Imports rose faster, however, gaining 30% to 4.89 trillion yen on the back of higher oil costs.

Japan's deficit with China fell to $97.4m in February - 90% lower than this time last year - while its surplus with the US rose 9.6% to $6.3bn.

The Japanese economy has recovered over the past year, boosting domestic demand and improving the outlook for exporters.

The Bank of Japan recently announced plans to tighten its longstanding 'ultra-loose' monetary policy, indicative of the upturn in output.

"Exports are improving but oil prices continue to keep import prices high," Soichi Okuda, senior economist at Sumitomo Shoji Research, said of the latest figures.

"But the strength in exports is more indicative of the nation's recovery, which is continuing."

[orvil] 17/3/2006 08:09

just opened another 3000 share CFD-I have been absent for a while because of the recent poor performance, but with the rising of the discount to net asset value and I think the Jap market is due for a run I will be increasing my position with caution.

[knowing] 16/3/2006 00:00

What if it doesn't ?

What if it does and all the HOT money flees to Japan ?

Jeez