Active Investing in Japan

The WSJ’s daily Asia news alert features a story with the headline: FALLING DOLLAR NOT SO OMINOUS: Though the falling dollar has led many to believe inflation is imminent, research suggests that the dollar does not drive U.S. inflation like it used to. continue reading…

Thanksgiving is this Thursday in the U.S. and since markets are closed and Japan will have to trade independently of U.S. action on Friday, the latter half of the week may feature light trading and either profit-taking if stocks have rallied or narrow range-bound trading if not. While Barron’s came out with a bullish report saying Japan will rally — there may be a pop Monday and there could be some heavy buying of Japanese stocks, ADRs and funds such as EWJ and the JOF closed-end fund — Japanese investors on the other hand, remain very cautious and hardly bullish. continue reading…