One argument against the negative bias (for Japanese companies) of a strong yen goes something like this: a stronger yen reduces the impact of high commodity prices, such as oil, which particularly helps the likes of consumers and smaller companies. I said as much, stating the obvious, last November (see here). At that time, Chief [...]
Archive | March 16, 2008
Is a Nikkei 225 Bottom Near?
The Nikkei 225 has been a marked laggard compared to regional and global benchmarks over the past year. To make matters worse, the Nikkei fails to sustain rallies and faces ongoing sell pressure resulting in new multi-year lows of late (now at 2 years and 7 months). As of Friday’s (3/14) close of 12,241, the [...]
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- RT @batnib: That's not right FB. And totally at odds with your SS strategy. No Women on Facebook Board?- Bloomberg http://t.co/EAvTmsCB ... about 7 hours ago
- Commented on: "Nintendo: Dirt Cheap Ahead of Next Growth Cycle" http://t.co/092Db1Ox $NTDOY.PK about 8 hours ago
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- RT @takapon_jp: オリンパス上場維持か。個人的感情はともかく、多くの株主のことを考えれば、債務超過でない場合は上場を維持するのは正解。ライブドアのときにも公正にそのような判断をしてほしかった。 ※堀江の言葉をスタッフが掲載しています。http://t.co/ ... about 8 hours ago
- RT @daiwaka: Telling numbers -- Pana, Sony, Sharp to lose combined $17 bln this FY, Apple made $13 bln last qtr, Samsung targets $41 bln ... about 8 hours ago
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