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don't forget the Russians and Mongolians , while the rest of South-East Asia don't make a big thing of it i don't see many trying to form close ties to Japan either , it will be interesting to see if Japan can be convinced to abandon it's non-aggression pact and really put a black hole in it's budget ( assuming automation will replace many workers , to free up 'boots on the ground ' )Thanks all for starting and keeping this Japan Exposure thread going. It is quite a common topic on USA stock forums so there may be a few dollars to be made in looking at an etf of Nipponic shares.
The currency aspect is one that has stopped me from seriously looking at it. As well as the strangeness of Japanese culture. It is probably the only country I have visited that is full of foreigners, the Japanese. They are quite a xenophobic mob with a significant low birthrate and no immigration which long term does not bode well for industry and services which I believe make up a significant proportion of their economy. The Japanese cousins also have real enemies close by in the form of Korean and Chinese cousins who dislike them intensely and still harbour hurt over their military atrocities back in the 1930's and 40's.
I have looked in to the https://www.blackrock.com/au/individual/products/273434/ishares-msci-japan-etf .This is originally a US denominated etf transferred to Australian domicile in 2018 and now quoted in $AUD.
iShares MSCI Japan ETF (IJP).
It's fees are reasonable and it has shown a good profit, all in the accompanying graphic, as well as its investment sector profile..
View attachment 177648
I thought I'd show the currency over the last two years which indicates that the fund may be fighting headwinds with a weaker YEN over the next few years.
View attachment 177649
gg
Japan might easily be a victim of sanctions backlash , trying to adhere to sanctions placed by 'allies '
much will depend on if the Japanese national spirit has been crushed , or just waiting to be inspired once again
i would rather watch and learn from Japanese endeavors than tilt my investment cash there ( i assume the US will continue to discretely prop up Japan so it can keep military bases close to China )
one thing to consider is .. if Australia increases it's trade war against China , will Japan become a major importer of Australian resources ( replacing China )