Barron's is bullish on Japan



Now that a major publication is bullish on Japan, I suspect it isn't much of a contrarian call anymore. In fact, it didn't seem like much of a contrarian call last week during the thick of the crisis. The article appears to be free so anyone interested in Japan should check it out. There is a list of stocks and ETFs (not shown below) that are mentioned in the article. Unless you are a macro investor, I would stay away from the ETFs and CEFs.


Many Japanese companies are worth more dead than alive... and that's the problem for investors.

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