Buttonwood on the Yen

http://www.economist.com/finance/displaystory.cfm?story_id=10881361

"Chris Watling of Longview Economics suggests they should aim for countries that have demonstrated control of their money supply and have current-account surpluses; that points to the Japanese yen and Swiss franc, both of which have been gaining against the dollar in recent weeks."

Together with the unwinding of the carry-trade, Yen is a good bet.