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Mr_Monkey
Joined: 11 Mar 2009
Posts: 657
Location: Kyuuuuuushuuuuuuu
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 Posted: Fri Feb 08, 2013 7:38 am Post subject: |
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| Pitarou wrote: |
| And how is this different? |
Because it's the first time he's heard these things, obviously. |
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Pitarou
Joined: 16 Nov 2009
Posts: 471
Location: Narita, Japan
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| Posted: Mon Feb 11, 2013 12:10 am Post subject: |
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For those who are still following this thread, there's an interesting interview on the matter in the Beacon Reports newsletter.
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... Uttering an attention grabbing sound bite that caused many eyebrows to raise, Bass said, “People buying Japanese stocks are picking up a dime in front of a bulldozer.”
Does Bass have it right?
Beacon Reports spoke to Jesper Koll, Managing Director and Head of Japanese Equity Research at JPMorgan Securities Japan, to get an informed opinion. |
Incidentally, I recommend that people sign up for the newsletter. I know the writer, and he's got some really good interviews lined up. |
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teacher4life
Joined: 22 Apr 2012
Posts: 100
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| Posted: Tue Mar 12, 2013 5:07 am Post subject: |
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| Yen at 96.60 to the yank buck. Headed for 140. Send your yen out of Japan NOW, do not wait. |
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steki47
Joined: 20 Apr 2008
Posts: 527
Location: BFE Inaka
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| Posted: Tue Mar 12, 2013 10:37 am Post subject: |
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Looking at that Bass interview on Beacon:
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| This is happening at a time when demand for Japanese food products is increasing on the world markets. With a deregulation push, Japanese agriculture could turn agriculture into a high-growth, high profit sector. |
Huh? How do you figure that? And is Japan really going to deregulate agriculture (protecting rice farmers) to sell food products overseas? I don't see this.
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| On the other hand, if Japan prints money to build bridges to nowhere, that would be negative because that won’t create wealth or sustained economic growth. |
This seems more probable. More construction. Maybe fight the dangerous shortage of convenience stores. |
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stumptowny
Joined: 29 May 2011
Posts: 168
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| Posted: Thu Mar 14, 2013 3:36 pm Post subject: |
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| teacher4life wrote: |
| Yen at 96.60 to the yank buck. Headed for 140. Send your yen out of Japan NOW, do not wait. |
the yen is being artificially devalued with Abe printing more and more yen.. other countries have followed suit, to not lose out (except the USA). but then no one has an advantage, do they? and japan does not either. they just got the jump is all. the artificial devaluation is a last ditch hail marry toss. the true value of the yen remains as does the true strength of the yen. 140 will not happen.. I'd look for resistance at the 100-110 levels. then back down as japan's jump on manipulating its own currency becomes negated by other countries following suit.. crafty Japan, but no, aint happening... |
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rxk22
Joined: 19 May 2010
Posts: 638
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| Posted: Sat Mar 16, 2013 10:24 pm Post subject: |
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| You realize that the yen=80 cents was KILLING industry, right? I think the govt has bigger fish to fry, then ALTs paying off student loans. |
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Pitarou
Joined: 16 Nov 2009
Posts: 471
Location: Narita, Japan
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| Posted: Wed Mar 20, 2013 4:40 am Post subject: |
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| steki47 wrote: |
Looking at that Bass interview on Beacon:
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| This is happening at a time when demand for Japanese food products is increasing on the world markets. With a deregulation push, Japanese agriculture could turn agriculture into a high-growth, high profit sector. |
Huh? How do you figure that? And is Japan really going to deregulate agriculture (protecting rice farmers) to sell food products overseas? I don't see this. |
Interestingly, just three days after you wrote that, Abe announced that Japan would formally enter negotiations to join the TPP.
If you're feeling confused, you're not alone. In the December election campaign, Abe promised that he would never, ever, ever, allow Japan to join TPP while there was breath in his body. I presume he's putting off the seppuku until his next visit to the Yasukuni Shrine. |
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teacher4life
Joined: 22 Apr 2012
Posts: 100
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| Posted: Wed Mar 20, 2013 8:17 am Post subject: |
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| Pitarou wrote: |
| steki47 wrote: |
Looking at that Bass interview on Beacon:
| Quote: |
| This is happening at a time when demand for Japanese food products is increasing on the world markets. With a deregulation push, Japanese agriculture could turn agriculture into a high-growth, high profit sector. |
Huh? How do you figure that? And is Japan really going to deregulate agriculture (protecting rice farmers) to sell food products overseas? I don't see this. |
Interestingly, just three days after you wrote that, Abe announced that Japan would formally enter negotiations to join the TPP.
If you're feeling confused, you're not alone. In the December election campaign, Abe promised that he would never, ever, ever, allow Japan to join TPP while there was breath in his body. I presume he's putting off the seppuku until his next visit to the Yasukuni Shrine. |
In the end, Abe will not be making any choices. He will do as he is told by his American masters. |
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Pitarou
Joined: 16 Nov 2009
Posts: 471
Location: Narita, Japan
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| Posted: Wed Mar 20, 2013 10:16 am Post subject: |
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| teacher4life wrote: |
| In the end, Abe will not be making any choices. He will do as he is told by his American masters. |
I wish politics were that simple! |
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teacher4life
Joined: 22 Apr 2012
Posts: 100
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| Posted: Wed Mar 20, 2013 1:46 pm Post subject: |
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| Pitarou wrote: |
| teacher4life wrote: |
| In the end, Abe will not be making any choices. He will do as he is told by his American masters. |
I wish politics were that simple! |
It is all simple. Of course myriad illusions are fabricated to try to make you feel otherwise. |
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Pitarou
Joined: 16 Nov 2009
Posts: 471
Location: Narita, Japan
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| Posted: Wed Mar 20, 2013 3:26 pm Post subject: |
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| teacher4life wrote: |
| Pitarou wrote: |
| teacher4life wrote: |
| In the end, Abe will not be making any choices. He will do as he is told by his American masters. |
I wish politics were that simple! |
It is all simple. Of course myriad illusions are fabricated to try to make you feel otherwise. |
I prefer Occam's razor. |
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steki47
Joined: 20 Apr 2008
Posts: 527
Location: BFE Inaka
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| Posted: Wed Mar 20, 2013 9:40 pm Post subject: |
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| Pitarou wrote: |
| steki47 wrote: |
Looking at that Bass interview on Beacon:
| Quote: |
| This is happening at a time when demand for Japanese food products is increasing on the world markets. With a deregulation push, Japanese agriculture could turn agriculture into a high-growth, high profit sector. |
Huh? How do you figure that? And is Japan really going to deregulate agriculture (protecting rice farmers) to sell food products overseas? I don't see this. |
Interestingly, just three days after you wrote that, Abe announced that Japan would formally enter negotiations to join the TPP.
If you're feeling confused, you're not alone. In the December election campaign, Abe promised that he would never, ever, ever, allow Japan to join TPP while there was breath in his body. I presume he's putting off the seppuku until his next visit to the Yasukuni Shrine. |
Yes, funny timing. There seemed to be a lot of resistance to TPP and now Abe makes that announcement. *scratches head |
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Pitarou
Joined: 16 Nov 2009
Posts: 471
Location: Narita, Japan
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| Posted: Wed Mar 20, 2013 11:36 pm Post subject: |
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| steki47 wrote: |
| Pitarou wrote: |
| steki47 wrote: |
Looking at that Bass interview on Beacon:
| Quote: |
| This is happening at a time when demand for Japanese food products is increasing on the world markets. With a deregulation push, Japanese agriculture could turn agriculture into a high-growth, high profit sector. |
Huh? How do you figure that? And is Japan really going to deregulate agriculture (protecting rice farmers) to sell food products overseas? I don't see this. |
Interestingly, just three days after you wrote that, Abe announced that Japan would formally enter negotiations to join the TPP.
If you're feeling confused, you're not alone. In the December election campaign, Abe promised that he would never, ever, ever, allow Japan to join TPP while there was breath in his body. I presume he's putting off the seppuku until his next visit to the Yasukuni Shrine. |
Yes, funny timing. There seemed to be a lot of resistance to TPP and now Abe makes that announcement. *scratches head |
I should be used to it by now -- the Japanese political class has turned the premeditated volte face into an art form -- but this announcement still shocked me. Still, it makes perfect sense when you look at the political logic.
The resistance was from the farmers (+ doctors, but my sources tell me that the doctors are ill-informed and were whipped up by the farmers). Rural depopulation and a failure to redraw electoral boundaries has given farmers disproportionate power at election time, but only at election time.
What puzzles me, though, is that the LDP made no attempt to hide the fact that they were lying through their teeth. Do they believe the electorate has such a short memory? Are they right?! |
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rxk22
Joined: 19 May 2010
Posts: 638
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| Posted: Tue Mar 26, 2013 12:28 am Post subject: |
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| How is this new trade treaty going to affect Japan? Anyone have some details on the actual trade deals? |
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Solar Strength
Joined: 12 Jul 2005
Posts: 230
Location: Bangkok, Thailand
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| Posted: Tue Mar 26, 2013 12:38 pm Post subject: |
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| rxk22 wrote: |
| You realize that the yen=80 cents |
You mean, 80 Yen = US $1. |
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