Article: The Yen: Japan's Reality Check

Someone will someday write the definitive history of the swindle of the century. For now, we must content ourselves with the bare facts. During the 1980s, Japanese insurance companies, banks and corporations bought hundreds of billions of dollars of foreign stocks, bonds and real estate (office buildings, hotels, resorts). On these investments, the Japanese have suffered catastrophic losses, often 50 percent or more. What's astonishing, though, is that the swindle was mostly self-inflicted. It was mainly eager Japanese buyers - and not fast-talking foreign salesmen - who fed the buying frenzy.

All this is now relevant because it explains the yen's dramatic rise to a postwar high of 97 ...

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