Two Ways To Play Japan's Recovery
There is an opportunity here to do some good by investing in companies that will clean up, rebuild parts of Japan. I don't have any particular companies in mind as I write this. However there should be some promising infrastucture, power production, and home building companies, amongst others, that could seriously benefit from the coming uptick in business. It will take years to complete all the work. For those of you with a long term approach with an eye for growth opportunities in a foreign market this may be a good way to go.
Play No. 2:
The market in Tokyo has taken a hit with some heavy weights, such as Nissan, being down 10% since Friday. I will not be surprised to see more shares being sold, thus driving down the price of some very good Japanese large caps due to no fault of their own. Due to the power supply issues, major structural damage to thousands of office buildings and factories, supply chain interruptions and the temporarily shaken national psyche I see an environment ripe for those of you with a long term focus and favor the value investing approach.