Time to buy Multinationals in Japan? - Kyocera (JP:6971)

Personal Remarks

So far, apart from a very few exceptions, I have been concentrating my investments in Japan into japanese domestic value stock (JDVS), or stocks that mainly generate there sales in Japan. Given the recent sell-off, especially in the large-cap stocks, I was asking myself if there was value beeing found in the japanese multinational large-cap sphere.

Doesn't corporate Japan need activist shareholders to get active?

I have mentioned in a previous post, that activist shareholders in Japan were on the rise between 2004 and 2008. It failed miserably.

Is Japan's lost decade a myth? - part two

Here is a collection of articles contrasting the majority view on Japan's economic situation.

Incredibly balanced article about japan`s economic system

Unfortunatley for our international readers it is in german.

http://www.nzz.ch/aktuell/startseite/kapitalismus-nach-japanischer-art-1.527647