Archive | January 23, 2009

Japanese stocks ‘fairly’ undervalued

By on January 23, 2009 in Earnings, Hedge Funds, JGBs, M&A, Monetary policy, Mutual Funds, Sentiment, Shareholder Value, Valuation, Yen

The author’s intent is not to be misleading, but rather to be as frank as possible, regarding the longstanding debate of whether or not Japanese stocks are truly undervalued. In short, the answer is  no. I no longer believe Japanese stocks are undervalued, not to the extent that I once did, and not to the [...]

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