08/01/13 15:50:50 Umkib1xJ
＜日本株式の評価について・・現状で数少ないsafe haven＞
URLﾘﾝｸ(www.moneyweek.com)
investing in Japan, carry trade:Japan: don't lose hope 11.01.2008
[....]
But I’m not going to abandon this one. Why? Because Japan is cheap and cheap by
almost any valuation measure you care to use. And that is something that is going
to make it look very special this year.
[....]
There aren’t going to be many safe havens around the globe this year. Japan may
be one of them - regardless of how long its economic recovery takes.
(First published in the Evening Standard)