N225

Attack this market on the LONG side .. while onlookers stare in shock and awe & stay on the sidelines ... KEEP BUYING. No reason for this market to give back gains .. imo BOJ will expand QE programme into larger purchases of index linked ETFS & other equity related instruments.

I favour buying leading names in the N225 .. BANKS/ELECTRONICS/AUTOS/INDUSTRIAL MANAFACTURERS.

NMR is my favourite play .. levraged play on the N225 with kicker of JGB on balance sheet!