Japanese Nuclear meltdown, tsunami

[youngone]

An unfortunate event, but does does it mean for us investors and trader.

Any advsie from the expertise, we newbies are very worried, my portfolio sized was sliced in 2 days. 30% to now 10%

 

[Charles]

Well, Japan is Australia's second largest export partner next to China where we export primarily coal, iron ore, beef and aluminium. So I suppose that if you can find out what Japan uses these goods for and then forecast how the disaster will impact consumption of them then you will be able to see how the tsunami will affect investors.

In my opinion, you could completely neglect looking at beef in your analysis. I think iron ore would be crucial to look at as Japan is going to rebuilding, and steel is obviously a key input into that process. For the very same reason, aluminium is going to be in demand from Japan as infrastructure will need to be rebuilt.

I don't know much about Japan's coal use or nuclear power, but I think that would definitely be something to look into.

 

[nulla nulla]

Well, Japan is Australia's second largest export partner next to China where we export primarily coal, iron ore, beef and aluminium. So I suppose that if you can find out what Japan uses these goods for and then forecast how the disaster will impact consumption of them then you will be able to see how the tsunami will affect investors.

In my opinion, you could completely neglect looking at beef in your analysis. I think iron ore would be crucial to look at as Japan is going to rebuilding, and steel is obviously a key input into that process. For the very same reason, aluminium is going to be in demand from Japan as infrastructure will need to be rebuilt.

I don't know much about Japan's coal use or nuclear power, but I think that would definitely be something to look into.

Given our long standing trade relationship, i don't think now is the time for oportunism.

 

[joea]

Given our long standing trade relationship, i don't think now is the time for oportunism.

Hi
I have not met you, or know who you are, but I do know you have a high level of integrity, just from that one comment.!
I am afraid that is what Australia lacks, at this point of time.
Cheers.

 

[Garpal Gumnut]

Given our long standing trade relationship, i don't think now is the time for oportunism.

Agree mate.

gg

 

[Charles]

For the record, I was answering the OP's question and was in no way promoting opportunism at this sad and desperate time.

 

[Smurf1976]

Given our long standing trade relationship, i don't think now is the time for oportunism.

Agreed.

I do however think that we should be doing whatever we can to keep up supplies of whatever resources (minerals etc) Japan urgently needs. With the nuclear power situation, they're going to need all the coal and LNG they can get hold of to try and keep the lights on (literally). Japan has enough problems as it is, without adding a fuel shortage to the list.

So let's have no strikes affecting production in Australia or anything silly like that. Leave such things for later...