The Coming Boom in Japan: Nippon Observer Discovers Value in Firms Serving Home Market
Traders Magazine, April 2005
Sid Klein wasn't the only one who saw the Japanese market's dramatic fall from grace. But he was one of a very few. While the consensus worried that Japan Inc. was about to devour the world, Sid Klein was was telling my old Barron's colleague, Peter DuBois, that the Tokyo market was heading for a major crack-up. But Sid, who publishes the Japan Asia Investments letter from Montreal, isn't the sort to rest on his laurels. Sid has been finding more to like there ever since this new century dawned. Not the usual-suspect global export behemoths, mind you. The stocks that are going to erupt on the upside, Sid has been telling anyone who'll listen, are what he calls "Japanese domestic demand-oriented value stocks."
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