As I've mentioned before, I read a lot of investment guru Ken Fisher's writings. His portfolio strategy column in Forbes is a monthly must read. This month he discusses how Japan's currency and interest rates are helping the global equity bull market. He also discusses why it may be prudent to take a stake in Japanese stocks in case this trend changes. I'll follow his advice and add some exposure to the portfolio. Like I've done before, I'm doing it in a country-tracking ETF. Japan's is symbol (EWJ). As a side note, I've been bullish and continue to be on Brazil as well (EWZ).
Please take the time to read Ken Fisher's column here.