tag:blogger.com,1999:blog-4804040637108011358.post2777259868530627628..comments2014-08-08T14:45:47.211+01:00Comments on Journey to Alpha: Monetary policy case study: South Korea vs JapanLucian Bhttp://www.blogger.com/profile/17704210299602608320noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-4804040637108011358.post-55239310393484654842012-03-15T19:10:06.472+00:002012-03-15T19:10:06.472+00:00I got it now :) Your articles are really interesti...I got it now :) Your articles are really interesting and I appreciate what you have to say. I just wanted to point out about your comment on success because I disagree with most of the banks and analysts about how strong and good the Japanese economy is. I believe that a debt crisis will hit their economy soon and that will have devastating effect on the world economy growth as well as the wealth and prosperity of their nation.Iliyan Paskalevhttp://octafinance.com/2012/japans-debt-crisis-a-follow-up-review/noreply@blogger.comtag:blogger.com,1999:blog-4804040637108011358.post-12284588969670705282012-03-15T14:24:09.254+00:002012-03-15T14:24:09.254+00:00You are right sir, I should at least have used the...You are right sir, I should at least have used the past tence: "Japan was the victim of its own economic succes". By that, I am referring to the period 1960 to roughly 1980, when many were talking and suggesting that Japan`s GDP would at one point become higher than the one of USA. <br /><br />I am suggesting that the pattern of high growth based on exports has to reach a plateau at some point, beyond which monetary stimmulus becomes a requirement and monetary stimmulus always leads to business cycle booms and busts.<br /><br />Yes, you are right, it is fair to say that savers and taxpayers are the ones who lose most in a negative real interest rate environment. Your article on the Japanese debt crisis is indeed a good read.Lucian Bhttps://www.blogger.com/profile/17704210299602608320noreply@blogger.comtag:blogger.com,1999:blog-4804040637108011358.post-78638964501964192042012-03-12T22:36:18.808+00:002012-03-12T22:36:18.808+00:00I like reading your posts and I find many useful i...I like reading your posts and I find many useful information but I have no idea what you call a "Japanese economic success" when the country has 1 quadrillion yen debt with 43 trillion yen in annual revenues and debt/GDP 220%+. Japan is the next on the list of sovereign debt crisis ... Yes give me 1 quadrillion yen and I will also show you some economic success. Trust me, the victim here is not Japan but their citizents who have no idea that their money are put in JGBs that either will lose value or their value in foreign currencies will soon dramatically go down. If you are interested, you can read my analysis about the Japanese debt crisis that I do expect to hit the newspapers very soon: http://octafinance.com/2011/japans-debt-crisis-comes-after-europe-buy-some-long-term-otm-yen-puts/Iliyan Paskalevhttp://octafinance.com/2011/japans-debt-crisis-comes-after-europe-buy-some-long-term-otm-yen-puts/noreply@blogger.com