Category Archives: Japan

#TurningJapanese

A theme I have written of many times, during the last few years, is how we, in the West, may be #turningjapanese.  What this refers to is Japan’s lost TWO decades between 1989 and 2012 when Japan had Deflation and … Continue reading

Posted in Asset allocation, Depression, House prices, Investing, Japan, ZIRP | Tagged ,

Sayanora ¥, Konichiwa Nikkei San

In 1989 The Nikkei index touched just short of 40,000. Today it’s around 14,000. There is an almost 100% inverse correlation in the relationship between the ¥ and the Japanese stock market.  Thus, as the ¥ rises then the Nikkei … Continue reading

Posted in Asset allocation, Investing, Japan, Retirement, Shares | Tagged , , | 2 Comments