2014년 5월 22일 목요일

japan, deep value



http://www.ritholtz.com/blog/2014/05/expensive-world-value-japanese-equities/



http://runmoneyrun.blogspot.kr/2014/03/japan-too-cheap-to-ignore.html

http://runmoneyrun.blogspot.kr/2014/04/is-abenomics-working.html

http://runmoneyrun.blogspot.kr/2014/04/country-etf-vs-exchange-rate.html





ewj naked
dxj hedged

The WisdomTree Japan Hedged Tech, Media and Telecom Fund (DXJT),
Financials Fund (DXJF),
Real Estate Fund (DXJR),
Capital Goods Fund (DXJC) and
Health Care Fund (DXJH)

https://www.google.com/finance?chdnp=1&chdd=1&chds=0&chdv=1&chvs=Logarithmic&chdeh=0&chfdeh=0&chdet=1404417600000&chddm=21114&chls=IntervalBasedLine&cmpto=NYSEARCA%3ADXJT%3BNYSEARCA%3ADXJF%3BNYSEARCA%3ADXJC%3BNYSEARCA%3ADXJH%3BNYSEARCA%3ADXJ&cmptdms=0%3B0%3B0%3B0%3B0&q=NYSEARCA%3ADXJR&ntsp=1&fct=big&ei=Ll61U4jKHsOplAX76oGIAg