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Japan Reawakens - The End of the Beginning?

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RichKid

PlanYourTrade > TradeYourPlan
Joined
18 June 2004
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With the Nikkei finally leaving that technical chart base and things beginning to look rosy again, especially with the spotlight on neighbouring China, I thought it apt to have a look at this Asian juggernaught, plenty of opportunities imo as we approach full stride in what is shaping as the Asian Millennium (sorry, just made that up, guess I shouldn't dabble in predictions): http://www.time.com/time/asia/magazine/article/0,13673,501060320-1172783,00.html
 
Re: Japan Re-awakens- The End of the Beginning?


Yeh im thinking the same thing. Got into a Jap managed fund about 6 months ago, not very happy so far, ive only broken even, but over the longer term, i think Japans turn has finally come again, and the sun may begin to rise there..
 
Re: Japan Re-awakens- The End of the Beginning?

Platinum Japan and Platinum Asia funds are worth looking at. Seems to have an excellent team who have so far produced the goods. Highly rated by fund analysts Morningstar and Lonsec.

I hold both and will be adding more.
 
Re: Japan Re-awakens- The End of the Beginning?

1 CHART .......... 5-12-06

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Re: Japan Re-awakens- The End of the Beginning?

hi folks
I just put a bit of coin into the Equinox Asia 2, fund . The fund has a spread of
Japan macro 10%
sparx korea 10%
golden China 10%
Ashmore fund 10%
WS japan fund 10%
Asian multi-stratergy 10%
Vision Fund 40 %
the Last two are Diversified funds and the others are specialist funds .
This seems to be able to give me some good exposure to the asian economies and the ability to be able to leverage in was also a help . With the other fund i have in Australia maybe it's time to have a look at Europe . ?
I don't have the urge to invest in the physical shares of Asia . Basically because I have a hard enough time in Australia
Cheers Martin
 
Re: Japan Re-awakens- The End of the Beginning?

Hey Martin, got a link to that fund on the web? Kennas
 
Re: Japan Re-awakens- The End of the Beginning?

Hi Keenas
The link is www.macquarie.com.au/equinox. I think this fund is closed but they have them about every 6 months . I went and had a look at some of the funds just by themselves and on the whole had a pretty good return. There is a bit of Data on the equinox 1 fund but it is pretty limited because of it's start up time frame.
I just sort of have the fund as a piece of mind thing.
The to best funds within this are the ;
Golden China fund which has just started this 1yr return is 32.77 since july 04
Sparx Korea 32.12yr return per yr been going since dec 03
Japan macro fund which is 20.02per yr for the last 5 yrs
Hope that helps. Just drop me a line if you need to know more.

Cheers Martin
 
Re: Japan Re-awakens- The End of the Beginning?

kennas said:
Platinum Japan and Platinum Asia funds are worth looking at. Seems to have an excellent team who have so far produced the goods. Highly rated by fund analysts Morningstar and Lonsec.

I hold both and will be adding more.
Click to expand...
Are they listed on the ASX? I couldn't find the stock codes.

I note from MW's charts that we may see a pullback to the downtrend line, just a possibility, not all breakouts pullback.

Comsec has some Japan fund which started a few years ago (has done very well) but past performance is no guarantee etc etc....a recent prospectus for a similar Comsec Asian fund was pulled up by ASIC for some sort of major problem, I saw corrective ads in the papers and all that. I'm always cautious when the crowd (that's us) gets wind of this type of thing.....
 
Re: Japan Reawakens- The End of the Beginning?

Rich those are unlisted managed funds

Another one to have a look at is: Invesco Asian Shares Fund (~70% japan)

Also unlisted, returned 50% last year, the guy picked some real winners, seems to have good talent..
 
Re: Japan Reawakens- The End of the Beginning?

Hi Nizar
Can you leverage into those funds ?
Cheers Martin
 
Re: Japan Reawakens- The End of the Beginning?

I have Platinum Asia fund, Aberdeen Asian Opportunities, Challenger China Share fund and Platinum Japan fund - so I'm heavily overweight Asia.

They've taken a bit of a battering lately, as has the Nikkei.
Any thoughts about this? Is this a correction or worse?
 
Re: Japan Reawakens- The End of the Beginning?

Just a correction Riles.

Chindiapan will drag all the Asian economies along for a while.

Birdflu is a risk to the downside.
 
Re: Japan Reawakens- The End of the Beginning?

kennas said:
Just a correction Riles.

Chindiapan will drag all the Asian economies along for a while.

Birdflu is a risk to the downside.
Click to expand...


Chindiapan, very witty! I like it
I used to just say Chindia and Japan
 
Re: Japan Reawakens- The End of the Beginning?

YOUNG_TRADER said:
Chindiapan, very witty! I like it
I used to just say Chindia and Japan
Click to expand...

If Taiwan starts to pick up do we call it Chindiapaniwan TaiChIndiapan

MIT
 
Re: Japan Reawakens- The End of the Beginning?

mit said:
If Taiwan starts to pick up do we call it Chindiapaniwan TaiChIndiapan

MIT
Click to expand...

lol....to make a long story short let's just call it 'Asia'. But not as funny...
 
Re: Japan Reawakens- The End of the Beginning?

OH MY GOD

Nikkei down 500 points :swear:
 
Re: Japan Reawakens- The End of the Beginning?

To those who hold ASX listed funds exposed to Japan- do they track the Nikkei in terms of sp? If so how are they holding up?
 
Platinum Japan is going ok. I bought $25K of it in Oct 05, it went to $32K in April 06 and is now at $29K. I expect this to go very well over the next couple of years. Time to buy some more maybe.
 
kennas said:
Platinum Japan is going ok. I bought $25K of it in Oct 05, it went to $32K in April 06 and is now at $29K. I expect this to go very well over the next couple of years. Time to buy some more maybe.
Click to expand...

Glad you're doing well kennas, I was looking at getting into it but it's not listed, apparently you can get into it via Wrap accounts and master trusts. I'll post more in the Platinum Managed Funds thread.

So, any other Listed Japan/Nikkei exposed fund holders out there? I'll see what I can find. I thought of BJT but it's Japanese property rather than stocks/Nikkei.

The other option for long term Nikkei exposure is to get into a Japan Index Fund of some sort, there should be local products in Australia....
 
I'm looking at BJT too. Fat Prophets rate it highly. Hold from Aegis with price target $1.86. Looks pretty solid.
 
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