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Japan Stocks Are Among the World's Most Attractive: State Street
10-01-2018, 07:19 AM,
Post: #11
RE: Japan Stocks Are Among the World's Most Attractive: State Street
Your question getting answered. Akan datang

TOKYO (REUTERS) - Japan's real wages, which are adjusted for inflation, posted their first gain in 11 months in November, helped by a rise in year-end bonuses, but economists warn that wages are unlikely to keep up with general price increases, which could hurt consumption.

The cautious outlook suggests that the government still faces obstacles in generating a sustained increase in consumer spending needed to support faster economic growth.

On the positive side, some major companies have said they are open to raising wages this spring at annual negotiations with labour unions.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

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10-01-2018, 09:19 PM, (This post was last modified: 10-01-2018, 09:21 PM by BlueKelah.)
Post: #12
RE: Japan Stocks Are Among the World's Most Attractive: State Street
(10-01-2018, 07:19 AM)specuvestor Wrote: Your question getting answered. Akan datang

TOKYO (REUTERS) - Japan's real wages, which are adjusted for inflation, posted their first gain in 11 months in November, helped by a rise in year-end bonuses, but economists warn that wages are unlikely to keep up with general price increases, which could hurt consumption.

The cautious outlook suggests that the government still faces obstacles in generating a sustained increase in consumer spending needed to support faster economic growth.

On the positive side, some major companies have said they are open to raising wages this spring at annual negotiations with labour unions.

http://www.businesstimes.com.sg/governme...on-outlook

So a 0.1% YoY wage gain is that big of a deal?(vs a CPI gain of 0.9% YoY, still missing the 2% target)

Do you think that confidently shows their economy is improving well? Not to mention this is on the back of massive central bank stimulus from Abe gov, what will happen if BoJ doesnt do any more QE?


This is what i found googling japan wages on FT site. Please google for full article link.
Japan real wages climb but previous gains erased by revisions
[Marcel Thieliant, senior Japan economist at Capital Economics, attributed most of the jump in cash earnings to a jump in overtime earnings and bonus payments, noting that growth in hourly wages for part-time workers slowed sharply form 2.1% to 1.5% in November, the slowest increase since August 2016.

He added:
Over the past twelve months, base pay edged up by 0.4% y/y, barely faster than the 0.2% y/y increase in 2016. And with productivity growth strengthening again recently, the Bank of Japan’s 2% inflation target remains out of reach.]

Yeah I guess my question is getting answered. Answer looks like their economy is still crap with miniscule wage gains since the QE started. Tongue

I will akan datang the 2 trillion Yen stimulus Abe has planned for this year, might in fact be good to buy a Topix index tracker just for this year, to ride on the inevitable gains as a lot of that 2 trillion will be flowing into their stock market for sure.
"♥ Taiwan"

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10-01-2018, 09:35 PM,
Post: #13
RE: Japan Stocks Are Among the World's Most Attractive: State Street
The context is 15 years deflation. Inflection is what markets look at

On the other hand stimulus has been there for years. What has changed is key

Yes Akan datang
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

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Yesterday, 02:32 PM,
Post: #14
RE: Japan Stocks Are Among the World's Most Attractive: State Street
I guess the real test of the pudding is whether you can profit from the market.

I started investing in Japanese net-net value stocks (about a dozen counters) end of 2016. Late 2017, I took some profit off the table (~23%), re-plow them back with additional capital, and today I see an overall paper gain of 30% on my Japanese portfolio. Yes, there is slight currency exchange loss, but still respectable for a year old performance.

For someone who is investing on the ground, I do feel optimistic about the Japanese market.

Here's another article from Fundsupermart regarding their view of the Japanese market. Just ignore the sales pitch on the unit trusts at the end.
https://secure.fundsupermart.com/fsm/art...cale=en_us

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Yesterday, 04:21 PM,
Post: #15
RE: Japan Stocks Are Among the World's Most Attractive: State Street
(Yesterday, 02:32 PM)psslo Wrote: I guess the real test of the pudding is whether you can profit from the market.

I started investing in Japanese net-net value stocks (about a dozen counters) end of 2016. Late 2017, I took some profit off the table (~23%), re-plow them back with additional capital, and today I see an overall paper gain of 30% on my Japanese portfolio. Yes, there is slight currency exchange loss, but still respectable for a year old performance.

For someone who is investing on the ground, I do feel optimistic about the Japanese market.

Here's another article from Fundsupermart regarding their view of the Japanese market. Just ignore the sales pitch on the unit trusts at the end.
https://secure.fundsupermart.com/fsm/art...cale=en_us

I concur. Invested in a mutual fund, Japan Growth on 15 Nov 2016, today it is up 21%.

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Yesterday, 08:37 PM,
Post: #16
RE: Japan Stocks Are Among the World's Most Attractive: State Street
Hi VBs,

does anyone know of any good Japan unit trusts under the CPF Inv Scheme?

Thank you.
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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