Investing in Japan earthquake crisis.

Investing in Japan earthquake crisis. Hello everyone. This week, I believe you know that monitored and Japan are experiencing the most severe earthquake in American history. Including nuclear power plants that have been damaged as a result of leakage of radioactive material. Or severity of the explosion. The lectures will not damage would be much news and news of Japan's domestic political situation in Libya and to weaken. Even without a rough idea that the prime minister to dissolve the House earlier this month. May, so this week I would like to see the impact of the earthquake in Japan in various aspects. As well as opportunities for investors.
          v affect the Thai economy - both positive and negative. Expect exports to Japan have slowed during the 1-3 months or more to the situation in Japan will be able to return to normal when Both in terms of logistics. And manufacturing. In food products is expected to benefit from the shortage in the short term.
          However, Japan is Thailand's key export market, accounting for approximately 11% of the total exports. Approximately 2 billion U.S. dollars in 2553 exports include computers and cars. Equipment and parts, integrated circuits, rubber, processed chicken. Seafood. Plastic products.
          The importer of goods from Japan, it is likely the problem as well as transportation issues. And the production of goods, mainly raw materials. Industry is expected to be affected include automobile electronics. And electronic components. The food and hotels, especially during the 1-2 weeks, you like eating raw fish may be affected very little because there is a possibility that it will affect the output. Since Thailand is a source of goods for export to Japan. In Thailand, mainly imported from Japan include machinery and parts, iron and steel products. Automotive parts and accessories. Electrical components and circuit boards.
          However, Thailand may be a good time in the future because Thailand is a major manufacturing base of the Japanese one. The automotive air-conditioning, so it is likely that Thailand will benefit from the order may be increased. In the factory in Japan can not be produced.
          v affect financial markets and stock markets - the impact in the short term.
          I estimate that Japan will be able to resolve the crisis in this well and did not take long, because Japan is a country that has managed in about a natural disaster as well, however, the losses would affect his position. country's financial future is inevitable.
          Impact on stock markets around the world are caused by two factors: 1) investors in Japan or the insurance company must sell assets to add liquidity to the company 2) foreign investors to sell the assets due to concerns over the economy. The world may slow more than expected. Since Japan is the largest economy in the world 2-3.
          Japanese equity market outlook in the short term, there is a possibility that Japan will reduce the labor market. 5-10% of the Japanese stock market index rose from November's new and increased from November 2553-11 March 2554 was 12%, foreign investors bought a net. 3.4. Billion U.S. dollars. It is likely to be sold to foreign investors.
          The stock markets around the world crisis that can be caused by the large financial institutions, lack of liquidity in an earthquake in Kobe in 2538, in time, the Bank bearing the financial history of the English bankruptcy. Burleson has invested in the new index, Nikkei 225 futures contracts on stock exchanges in Japan dropped by the loss of much effort.
          I estimate that the U.S. bond markets are most at risk who may be selling from Japan. The Japanese need more money. The Japanese investors in the U.S. bond market, after China's second largest with more than 8 billion U.S. dollars. The Japanese bond market itself. Expected to be severely affected because investors who invest in the bond market, most Japanese investors in Japan.
          Yen per U.S. dollar appreciated 0.53% to close at 81.82 yen in recent weeks after an earthquake in Japan. This is because the foreign exchange market speculation that Japan wants the money back. As a result, the yen rose. It is estimated that only short-term debt in the government of Japan will be forced to yen depreciation against the U.S. dollar back to 84 yen per U.S. dollar during the next 3-6 months.
          v affect the Thai stock market - petroleum refineries. Construction materials And help.
          
          - For investors who have a stake in the refinery. Petroleum coke. To monitor the situation closely in Japan. Since then the share price has increased.
          - For a group that is expected to benefit in the medium or the rehabilitation of the earthquake effects on the cement and steel