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Eight Ways to Profit From Japan’s Game-Changing Election

Posted on July 23rd, 2009 in Circle K Sunkus, E-Trade, ETFC, EWJ, EWJ ETF, Eisai, Elections, Japan, Kao Corp, Kirin, LDP, Liberal Democratic Party, SNE, Seven & I, Showa Sangyo, Sony, Taro Aso, Uncategorized, iSHares , , , , , , , , , , , , , , , , ,

Investors who pay attention to Japan’s looming election can expect to be well-rewarded for their time.

Normally, we confess, Japanese elections don’t matter much, because the same guys always win. However, this one – set for Aug. 30 – looks different: It may actually bring about the first real change in Japan’s government in 55 years.

More on this topic (What's this?)
The Japanese Stock Market: How to Play “The Land of Rising Stocks” (Investment U, 6/28/10)
WE’RE NOT JAPAN? (THE PRAGMATIC CAPITALIST, 6/24/10)
WHAT THE JAPANESE CAN TEACH US ABOUT INVESTING? (THE PRAGMATIC CAPITALIST, 7/14/10)
Read more on Investing in Japan at Wikinvest
Published by Bapcha Murty // Comment now »

How Japan’s Unlikely Shareholder Rebellion Could Lead to Profit Plays for Western Investors

Posted on July 1st, 2009 in Akio, Akio Toyoda, Aso, Bloomberg, Brandes, Chrysler Group, Chrysler LLC, Japan, Katsuaki Watanabe, Koito, Koito Manufacturing, Nagoya, Nipponkoa, Nipponkoa Insurance, Nomura, Nomura Securities, Rohm, Shareholder revolt, Shoichiro Toyoda, T. Boone Pickens, Taro Aso, Toyoda, Toyota, Watanabe, samurai , , , , , , , , , , , , , , , , , , , , , , , ,

The normally reticent Japanese investors – long accustomed, or even resigned, to public subtlety and backroom wheeling and dealing – are becoming fed up with this system and are becoming quite brazen in their protests. And very direct, as well.

According to a Nomura Securities Co. Ltd. research report cited here by several news media outlets, more than 70% of individual shareholders intend to vote against management in upcoming elections and on specific issues. Normally, shareholder votes are essentially “rubber-stamp” affairs, pretty much signing off on whatever management wants, so this is an earth-shattering change.

More on this topic (What's this?)
The Japanese Stock Market: How to Play “The Land of Rising Stocks” (Investment U, 6/28/10)
WE’RE NOT JAPAN? (THE PRAGMATIC CAPITALIST, 6/24/10)
Japan: Land of the rising debt (Investment Postcards from Cape Town, 7/23/10)
Read more on Investing in Japan at Wikinvest
Published by Bapcha Murty // Comment now »

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