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Fool UK
Recs
Japan Bull Market Checklist
Strong Currency...check
Low Exposure to Sub-Prime...check
High savings rate..check
Banks flushed with cash..check
Ability to buy distressed U.S assets..check
Deflationary economy showing sings of ending...check
Japan market ready for takeoff!!
I live in Japan and disagree with almost everything you said except that the savings rate is high.1) Japanese economy hit recession later than others and will recover the lastest.2) They do not have low exposure to sub-prime, I'm not sure where you are getting this info.3) Strong Yen is BAD for Japanese companies as they rely on exports and a) foreigners can't buy as many Japanese goods with strong Yen b) they need to convert foreign ccy back to Yen on their balance sheets, thus what we call a double-whammy.4) Japan has the lowest % of <15 yr olds in the world and severe pension issues.5) Deflation issues are as prevalent as ever, again, not sure where you are getting this info.The setup of this fund will pretty much mimic the S&P with some marginal gains/losses, so it's actually not a very high-yielding CAPS pick (trying to outperform/underperform the S&P).