Nikkei 225 Falls Nearly 3% on Broad Selling....the main point from this post is the following nugget: "Japan's industrial production in January was its biggest month-over-month drop in three years, meaning there really seems to be no reason for a follow-on near-term Bank of Japan rate hike."...in my view, even though Japanese carmakers are taking market share from Detroit, US demand for cars has to be moderating because of all the vehicles that have been bought in the last three to five years...consumers are going to be in the mode of milking their current vehicles rather than buying a new one...
Bullish On The Yen Following The Selloff...gives good background on yen fundamentals and the mechanics of the
carry trade...
Investing In Taiwan...good background on this country...
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