Sector-by-Sector Exposure to Japan ::
April 06, 2011
Revere Data’s CEO Kevin O’Brien examines which sectors have the greatest exposure to Japan on CNBC’s “Talking Numbers” with Maria Bartiromo. Revere looked at the thirty Japanese companies listed on the U.S. markets and the 117 U.S. companies with nine percent or more of their revenue coming from Japan to review how different sectors have been impacted.
Some parts of the market continue to decline, while other areas are beginning to see recovery. O’Brien reports, we are “seeing broad outperformance in companies that have the opportunity to provide additional supplies into the Japanese market, if Japanese companies have internal supply chain disruption themselves.”
View the video at CNBC.com or click the image below to learn what sectors and companies to watch.
