A bull on Japan

In Japan on 16/03/2011 at 6:21 am

Antidote to the doom and gloom.

The markets tend to over-react when there are natural disasters.. There is a loss of  economic activity is followed by a recovery in later quarters as reconstruction takes place. The problem here is that steady drip of bad news about the nuclear reactors.

Only after we know what happens there, can we assess the damage.

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