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I'm hoping for a cheaper YEN for longer, and I think the Bank of Japan is inline with that (within reason hence the recent ineffective intervention, which is also good for the stock market and most importantly Japanese exports. Specifically Cars).

I agree to an extent that it isn't a long term investment given tension across Asia, but I do see there being positive growth over the next 2 - 3 year time horizon. The low value yen is good for exports, and good for immigration (if the government continues to pivot to a more positive outlook on foreign immigrants).

Ill also be interested to read the U.S. Auto Sales report next month to see if demand is returning as it has began to weaken after record demand in 2022 off the back of supply chain issues (this wont make or break my decision but will definitely be interesting). This, the summary of opinions from the BoJ on May 9th and a few other macro reports will likely make up my decision.

For me any investment will primarily be based off of whether the BoJ remarks indicate a cheaper YEN for longer = buy, if BoJ indicates a stronger YEN I think ill likely avoid it (really interested to see confirmation on if the BoJ did in fact intervene at USDJPY 160)

<blockquote data-quote="BossMan." data-source="post: 1277951" data-attributes="member: 86270">I&#039;m hoping for a cheaper YEN for longer, and I think the Bank of Japan is inline with that (within reason hence the recent ineffective intervention, which is also good for the stock market and most importantly Japanese exports. Specifically Cars).I agree to an extent that it isn&#039;t a long term investment given tension across Asia, but I do see there being positive growth over the next 2 - 3 year time horizon. The low value yen is good for exports, and good for immigration (if the government continues to pivot to a more positive outlook on foreign immigrants).Ill also be interested to read the U.S. Auto Sales report next month to see if demand is returning as it has began to weaken after record demand in 2022 off the back of supply chain issues (this wont make or break my decision but will definitely be interesting). This, the summary of opinions from the BoJ on May 9th and a few other macro reports will likely make up my decision.For me any investment will primarily be based off of whether the BoJ remarks indicate a cheaper YEN for longer = buy, if BoJ indicates a stronger YEN I think ill likely avoid it (really interested to see confirmation on if the BoJ did in fact intervene at USDJPY 160)</blockquote>

[QUOTE="BossMan., post: 1277951, member: 86270"] I'm hoping for a cheaper YEN for longer, and I think the Bank of Japan is inline with that (within reason hence the recent ineffective intervention, which is also good for the stock market and most importantly Japanese exports. Specifically Cars). I agree to an extent that it isn't a long term investment given tension across Asia, but I do see there being positive growth over the next 2 - 3 year time horizon. The low value yen is good for exports, and good for immigration (if the government continues to pivot to a more positive outlook on foreign immigrants). Ill also be interested to read the U.S. Auto Sales report next month to see if demand is returning as it has began to weaken after record demand in 2022 off the back of supply chain issues (this wont make or break my decision but will definitely be interesting). This, the summary of opinions from the BoJ on May 9th and a few other macro reports will likely make up my decision. For me any investment will primarily be based off of whether the BoJ remarks indicate a cheaper YEN for longer = buy, if BoJ indicates a stronger YEN I think ill likely avoid it (really interested to see confirmation on if the BoJ did in fact intervene at USDJPY 160) [/QUOTE]

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