テンプル大学ジャパンキャンパス > Lim Kweng Joon > the highest oil
both highprice oil and weak dollar gave us the prize in May.
However, even when oil price is high, dollar will not come back to be weak.
Therefore, Japanese economy will be driven by the export companies while it will be damaged by import companies like the oil ones or non-universal companies through the decrease of real wealth of consumers.
That is why I changed my portfolio.
Joon