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Why The Japan Investor?
Japan has always been something of an enigma to foreign investors.
There is tremendous investment opportunity in Japan, provided one
takes the time to dig through the superficial media hype and colored
analyses. While there is no shortage of accounts of what is happening
in Japan, there is a dearth of relevant facts, considered interpretations,
and clear-headed analysis of developments and events that answer
key questions about your investments in Japan. Moreover, even in
the age of instant communications and the Internet, the majority
of information that is being discounted in Japan's financial markets
is simply not available in English.
With over 20 years experience in Japan's financial markets, The
Japan Investor offers subscribers:
- Top-down, macro analysis of global, economic,
political and policy developments that have a critical bearing
on the direction of Japanese, stocks, bonds and the yen.
- Bottom-up, micro analysis of the factors
that drive revenues and profits in individual sectors and stocks,
and how these are affected by top-down developments.
- Relative analysis of how Japan markets compare
to US and global peers, and to each other.
- Specific recommendations on the overall
market direction, the yen, interest rates and a recommended portfolio
of Japanese stocks.
- Clear, easy-to-understand explanations of
key developments that are often under-reported outside of Japan,
or are simply ignored.
- Timely e-mail response (overnight, as we
are based in Tokyo) to subscriber inquiries regarding the
Tokyo financial markets. If we do not immediately know the answer,
we'll tell you, then try to find the answer.
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.
See
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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.
 click here to view example copy (May 15, 2006. TJI suggest that investors would be better off “selling in May and going away” )
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