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Japan
Asia Investments Canada
Sid
Klein Global Strategy
April
10, 2003: On the first trading day of 1990, Sid Klein
identified the perfect peak of Japan’s amazing secular
bull market. Now, at the Nikkei’s secular low, ROBtv
(Report on Business) interviewed Sid Klein about the several
reasons why investors should invest in Japan, including the
conclusion of Japan’s banking crisis. In this second
ROBtv interview, discussion reviewed what opportunities investors
should look at. Mr. Klein had first turned bullish on Japanese
Domestic Demand Oriented Value stocks (DDOVS), in 2000. In
the first ROBtv interview (Sep. 23,
2002), near lows, Mr. Klein had recommended Yurtek,
Hino and Tstsunaka Plastics. This 2003 interview focused more
on how he viewed true political intentions, favouring sundry
tide turning reforms. Discussion included views on business
and economic data (i.e. - Asian-driven growth, positive employment
indicators), crossholding unwinding, etc. The arguments for
a major low were expounded (see
March 31,
May 3 and
May 30 2003 reports).
August
22, 2005: Daniel Mann interviewed Sid on CNBC
World-Europe, at length, regarding why the Dow Jones
is due to ultimately head to 6,500. Where else to be invested
or not was discussed.
August 23, 2005: Ron Insana interviewed Sid
on CNBC US about his reasoning for a crash,
ultimately to Dow 6,500. The discussion included the Chief
Investment Strategist at Raymond James.
August
30, 2005: ROBtv interviewed Sid
for a third time to learn why the market had peaked, in the
short term, contrary to the arguments of a New York investment
bank’s chief strategist.
October
25, 2005: CNBC World-Europe interviewed Sid about
the prospects for Japan versus the US, the larger US economic
cycle, and the accelerating bull market in gold.
October 27, 2005: The Lombard Odier
Darier Hentsch annual conference (Zurich),
featured Sid as the keynote speaker, as he expounded on Japanese
value stocks as presenting a lifetime opportunity, prominently
followed by his continued bullishness on precious metals,
while expressing extreme distrust of Western equity markets
and their inordinate levels of risk.
November
25, 2005: CBNC World-Europe interviewed Sid about
the Japanese banking system and Japanese domestic value stocks.
December 5, 2005: CNBC's Ted David interviewed
Sid about the short and long term outlooks for the Nikkei,
and Japanese stock market. An economist joined the debate,
as the Nikkei just completed doubling, from the identified
April 2003 low.
January 18, 2006: CNBC's Ron Insana interviewed
Sid to get the story behind the Nikkei's 2-day 900-point smash,
along with his Japanese equity outlook. The interview followed
Sid's special yearend report that identified an intermediate
term peak in the Nikkei, along with another key low for DDOVS.
January
23, 2006: CNBC World-Europe's Loiusa Bojesen interviewed
Sid, who discussed his views for the Nikkei, Japanese domestic
stocks, how to properly allocate among these, and the relationship
of these different equity themes vis-à-vis the anticipated
collapse in the Dow Jones.
March 24, 2009:
Les Affaires' Anne Robert gets
Sid's global forecasts for 2009. The extremes
were indentified, including forecasts for what lies beyond
2009 (45 seconds, follows 52 second report that China
no longer wishes to be Dollar-reliant).
Check the “Major
Turning Points” folder for links to key articles
written for media, other websites, and SKC readers, pertaining
to precious metals, Japan and New York.
DVDs of the
above are available upon request: register for the monthly
comment.
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