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Still watching Nikkei given yen weakness, but earnings are the next hurdle
The $Y at 847.79 still makes Japanese equities look interesting on paper, but after the recent run-up, I'm waiting to see how corporate earnings pan out for Q3 before diving in. A lot of the easy money might be gone, and now it's about fundamental strength.
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That makes a lot of sense. Do you look at any specific sectors or companies when you're analyzing Japanese earnings, or is it more of a broad market play for you?