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Foreign Investors Have Never Hated Japan So Much – We See Opportunity In Fading This Pessimism

Foreign Investors Have Never Hated Japan So Much - We See Opportunity In Fading This Pessimism by Bryce Coward, CFA, Gavekal Capital Blog

In reviewing Japan’s just released balance of payments details showing the weekly transactions in Japanese stocks by foreign investors, we were shocked to see that foreign money has headed for the Japanese exits at a rate never seen before, not even in 2008-2009. Could this mark the inevitable “end game” for Japan as it finally recons with it’s unsustainable debt situation with foreign investors fleeing the country so fast they forget to say “Arigato”? It could, but we don’t think so. Rather, previous times of mass...


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