Nintendos, Trinitrons and Walkmans aren't on my wish list Unfortunately for Japan, the world has moved on from Nintendo and Walkmans

Daniel Weston

Aimed Capital

Nintendos, Trinitrons and Walkmans aren't on my wish list Unfortunately for Japan, the world has moved on from Nintendo and Walkmans. I can still remember the first time I played with both and I was blown away, Tokyo was on the must see list for me as a youngster fascinated with gadgets. Nowadays, anyone with a Nintendo has a gaming addiction and someone flippin cassettes in to a walkman is just way too kool for skool. The way you feel about receiving a Walkman and not a (insert anything from Apple or Samsung here) for your next birthday is how I feel about owning Japanese stocks at the moment. Japan has a weak growth problem, a heightening inflation problem, a demographic problem, an immigration policy problem and last but not least a no one really wants their consumer goods anymore problem. Read more... (VIEW LINK)


Daniel Weston
Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com

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