Japan: one-trick ponies, exporters, yen, QE, EWJ, real estate, domestic demand; some sound conclusions

(via steventowns.proxyexchange.org)

Value investors will still find excellent valuations in Japan despite the market’s gains over the past several weeks. As I say again, in my latest exclusive at Seeking Alpha, “Investing in Japan Beyond the Platitudes,” the most interesting opportunities are in domestic-demand small/mid-cap companies. I’ve received a number of messages asking about WisdomTree’s hedged Japan [...]

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