VIEW Territorial dispute between Chan and Japan over islands in the East China Sea is escalating due to intimidating military maneuvers from both sides. However, when one looks at two charts below taken from Google trends I believe that maybe something else is behind the scene!

CHART OF THE WEEK

China – Japan Clash – Only About Islands??

February 2013 - Genua © - DISCLAIMER: Any opinions, news, research, analyses, prices, or other information contained on this website is provided as general market commentary, and does not constitute investment advice. Genua-Advisors will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

This chart shows the number of times “Made In China” was punched in the Google search bar. In addition from comparing China to Japan, there is a clear signal that «Made in China» is getting «tired» labor costs rise/poor quality. Finally, I would not be surprised if Mr. Hollande starts to puts pressure on CAC40 companies to relocate production in France to fight the >10% unemployment

This chart shows the number of times “Made In Japan” was punched in the Google search bar. Obviously recent weakening of the JPY has probably something to with the recent rise!! Last thing: what happens if inflation starts to quick in and rates go north? They have >200% Debt/GDP wright?

MADE IN CHINA

MADE IN JAPAN

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