Japan - another stock market but the same old theme

Wed, 2010-08-25 17:51

While commentators fret over the strong Yen and its impact on Japan’s export driven economy, I am instead depressed to see that investors are shorting the Nikkei’s “green” companies such as Meidensha Corp(6508)and Ebara Corp (6361). We’ll also look at Vestas Wind Systems (VWS).

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SF-DailyReport-26082010 v1.pdf498.8 KB