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Value Hedgie Dinakhar Singh (TPG Axon) Sees Japan as Rich with Opportunity

January 09, 2014 | About:
Canadian Value

Canadian Value

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TPG Axon's Dinakhar Singh thinks American and Japanese markets are both no longer cheap.

Yet he sees opportunity in Japan.  How is that?

Singh thinks many Japanese companies have great opportunities to significantly increase their margins and thereby greatly increase earnings.

If margins double, and valuation stays the same (P/E multiple) a stock will double.

Singh cites Hitachi as being a perfect example of one such opportunity.

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

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