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About The Japan Investor
TJI Market Letter was founded by former investment banker Darrel Whitten. Its goal is to provide investors serious about investing in Japan with all the tools they need to make intelligent investment decisions on Japan. It is aimed at discriminating investors whose interests go beyond just Japan or Asia, to global markets and global issues, but always from a Japan perspective. Because we have no affiliations with investment banks, investment management, or corporate organizations that could compromise our analysis and opinions, we provide independent, objective and often contrarian views.TJI Market Letter provides its subscribers with weekly strategic Japan views that you can use, and also provides a wealth of up-to-date data on Japan's economy and financial markets through the Japan Data Bank, which consists of regularly updated MS Excel files on monetary policy, market trends, Japan investor trends. Moreover, Japan Investor subscribers get access to real-time corporate news, quotes and charts, and one of the most extensive collections of Japan-related links available.
About The Japan Investor (TJI) Market Letter
The TJI Market Letter is a weekly
strategic analysis of Japan's economy and financial markets with
views you can use. The Market Letter takes you beyond the superficial
news on Japan, critically analyzing global developments that affect
the Japanese market and economy, while gleaning through bottom-up
trends that sometimes dramatically change the big picture.
The TJI Market Letter actually
began in 1993, and was originally known as the ABW
Weekly Market Letter, which has been distributed to thousands
of investors worldwide for nearly 10 years. With the TJI Market
Letter, we offer more than strategic analysis, we also offer detailed
weekly market data, and a recommended portfolio of Japanese stocks.
The TJIML offers objective, independent and contrarian analysis
and opinions that help you with what should be your most important
investment decisison. That is, getting the market direction and
sector leadership right. Studies have shown time and again that
it is far more important to get the market direction right-i.e.,
whether to be in or out of a market. At the same time TJIML offers
specific, individual company ideas with which investors can capitalize
on the trends and market direction we identify.
Specifically, the TJI Market Letter can provide objective analysis
and insights on:
- Should you be overweight Japanese equities or in Japanese equities
at all?
- Will the yen continue appreciating against the dollar and the
Euro?
- How the price of gold and oil affect Japanese equities and the
economy.
- Can Japan reform its economy? Is the economy expanding or contracting?
- Is your money safe in a Japanese bank?
- What are the risks of ballooning Japanese deficits and massive
non-performing loans?
- Which companies are likely to perform better in different market
and economic phases?
Key top-down trends that have an impact on individual company investments
and, key bottom-up developments that sometimes substantially change
the top-down picture.
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Subscribe
to the TJI Market Letter today and see how it can
help you "read" through the biased media and stockbroker
rhetoric that is aimed at selling stocks and newspapers,
rather than giving you the objective insights you need to
make intelligent investment decisions.
At Japan Investor, we take investing seriously. Please have a look at the sample copies of TJI Market Letter and see how the TJI Market
Letter can help you invest in Japan.
 May
15, 2006. TJI suggest that investors would be better off “selling
in May and going away”
("Sell in May and Go Away?" 05.15.06 Market
Letter) to return in the fall.
The Nikkei 225 has just slipped
from a high of 17,154, but subsequently falls some 18% to
a low of 14,000 and continues to consolidate on concerns of
slowing global growth.
October
31, 2005. TJI questions market valuations and popularity of
the new Internet darlings such as Livedoor and Rakuten
("Japan''s Internet Intrepreneurs, Where''s the Value?",
10.31.06 Market Letter) In January
2006, questions surface suggesting that Livedoor was playing
games with its accounting.
A full-scale investigation reveals major accounting fraud
and the company is eventually pushed to delist.
Stocks of “bubble priced” speculative Internet
stocks plunge to only fractions of their prior value.
January
31, 2005. TJI recommends buying basic materials and avoiding
technology
(“TJI Loves Basic Materials, Hates Tech”,
1.31.05 Market Letter). By December 2005, the mining and non-ferrous
metal sectors are up 71% and 67.6% respectively, while the
electronics sector has managed only 25.9% and the telecom
sector a mere 9.2%.
January
16,2005. TJI deems a dollar rally and a Nikkei 225 at 14,000
to be the surprises for 2005
(“2005 Surprises: Dollar Rally, Nikkei at 14,000”,
1.16.05 Market Letter). The consensus is that the dollar will
weaken to \80/$ and that Japan’s economy will again
decelerate. But as of December 2005, the Yen is some 18% weaker
against the US dollar, while the Nikkei 225 hit 14,000 on
its way to 15,000 in December 2005.
November
4, 2004. TJI declares that the real investment story in Japan
is deep value stocks
(“Deep Value Stocks: The Real Investment Story in
Japan”, 11.4.04 Market Letter). Investors continue
to revalue financially weak stocks previously priced for bankruptcy
as going concerns. Stocks like Haseko Corp. (1808) surge from
\43 per share in January 2003 to \470 by December 2005.
August
16, 2004. TJI warns of a coming oil shock
(“The Coming Oil Shock: Already Having an Impact”,
8.16.04 Market Letter), predicting $80/bbl as oil breaches
$45/bbl. A TJI Oil Shock Portfolio is created to capitalize
on higher oil prices. Oil subsequently rises to $70/bbl and
could rise further, while the TJI Oil Shock portfolio is up
53% as of December 2005.
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