Is it the time to dump UK stocks?

This topic is about investing or dumping of UK stocks not indexes?

Seen as Japan has just pulled out of recession I would see any lows in a world leading economy of any type to just be a good buy point.

I’m not going to ever say not to buy a countries companies based on the overall ā€œcurrentā€ economy.

Lows lead to great highs

As @Dougal1984 pointed out above, this thread was about dumping ALL UK stocks and he went on to point out about holding or dumping ALL Japanese stocks. Hence why I mentioned the economy.

Each to their own but I’d disagree. Japan picked up a bit but the future is looking bleak.

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Just because Japan had seen some exponential growth in the past (especially for a country of its size) does not mean a slow down in the economy is bad news all round no different to the UK.

Economies work in cycles or debt would trump gdp

Didn’t Buffet buy up loads of Japanese stocks? Plus the Nasdaq is a bit of an illusion at the moment with the FAANGs/tech

Not for me. The impending labour shortage will affect the economy very negatively. Also Japanese are not known for innovative companies. You’ll never see a Japanese FAGMAN. The keiretsu keep the status quo going and Japanese as a whole are slow to change. I can’t see the Nikkei rising to the point I’d be running out to invest.

Comparing the UK to Japan is also comparing apples and oranges. So off topic.

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Correct yes. All keiretsu I believe.

Not known for innovative companies, like Toyota? Which literally caused the movement from Fordism to Lean Production??? The Japanese are highly innovative. Plus they have nice food.

I used to live in Toyota. I spend several years working in Japan. Lateral thinking is looked down upon. It takes a Herculean effort to do anything new. They still use fax machines for god sake. There is even a popular phrase ā€˜the nail that sticks out is hammered down’. There’s a reason it’s been a stagnant economy and thats more or less the reason fundamentally.

How did lean manufacturing, poke-yoke, Kanban etc evolve if they are not innovative? They can be peculiar for sure though.

Japanese are innovative when they are left with no other choice. If things are working, innovation is not looked favourably.

Maybe they are on the brink of that situation with an ageing population 🤷 Can you speak Japanese?

I should hope so, but it’s not looking likely. Their attempts to bring in the number of foreigners needed to fill the deficit were poor at best. Their current attempt to fill the deficit with robots is also poor at best, fanciful at worst.

Their latest attempt is reforming corporate governance structures to attract investors which seems to be going well so that is one to watch. Though I reckon it won’t be enough. There are too many barriers to entry for foreign investment and foreign companies.

Interesting article on the topic:

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Sound’s like the best concepts to have, what’s the point in innovation if no one is smart or educated enough to pioneer it?

Japan has also led the Internet market for a long time and still today has some of the best trains, Internet services and most importantly green companies. They send all there unwanted goods across the planet and yet they are a poor country with a weak economy?

On the contrary, I had a very strong salary when I was there. The bulk of Japanese debt is owed to…Japan. And it’s owed in…yen. Which means if the yen tanks, the debt remains the same. It’s in a bubble like that.

Note: I say ā€˜bulk’, I’m working off information which may be dated. I must double check figures.

I take it you used to live in the UK aswell then?

Yes. You stole our country for 800 years before we took it back :wink:

I wish I had I might not have had to endure this forum to help me with investing :rofl::rofl::rofl:

I’m just wondering why your views are biased against the UK and Japan even though you have a fairly close tie with both? You haven’t mentioned Ireland at all though?

I’m not poking at you just like the background behind the views

I also think you mean they gave it back :grin:

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I have a degree in east asian business with a specialisation in Japanese business and Japanese language, and spent several years working in Japan. So that explains my interest there.

I’ve no interest in Irish stocks. The volume is too low and Irish businesses are laggards in terms of innovation. We’re a heavily pharma and tech country; but we tend to look at America and other tech hubs like Amsterdam and Barcelona to see what they’re doing before acting. Pharma ain’t too bad though, but the pharma companies here are successful multinational so often on the NASDAQ or NYSE.

I almost bought Applegreen but then was unsure with the whole EV change etc . They had a lot of debt through acquisitions if I remember also put me off

Impressive if you can speak Japanese. Konnichiwa. Want window BOGOF?

Only if its free fitting