Just for the record

So far I have only been partially right on Japan!

I was right on indivdual stocks in Japan (on aggregate). On aggregate ==>  some stocks are lagging!
I was (partially) wrong on the Yen. Partially, because the Yen is almost exactly ther where I started buying into Japan.

Reason for being right (in aggregate) on japanese stocks ===> value investing works in Japan

Reason for being wrong (partially) on the Yen ===> underestimated regime change ==> underestimated japanese government + BOJ willingness to reflate the economy.

Kudos to George Soros!