Aim for companies with V-shaped performance recovery in 2024!

This is the usual “annual” pattern, but the stock market tends to be rough every quarter from the end of the month to the beginning of the month. Company shares cannot be bought on the last 5 business days of the month due to exchange rules. Institutional investors prioritize profit. In particular, March to April is the end of the March fiscal period, and the wait-and-see attitude becomes even stronger.

Foreigners (oil money is the main source of purchases from January to March this year) are slow because Americans are due for tax returns (4/15) and Middle Eastern Americans have Ramadan (3/10 to 4/8). It will probably be after mid-April that they are ready and will be active in earnest. Of course, the upward trend has not changed at all in both the Japanese and US markets.

Therefore, thorough push buying tactics continue to be effective. You won't be afraid. There is a long way to go, like saying “the market price is tomorrow too.” The author advocates the rise in market prices since last year as a “furious rebellion drama.”

After all, it has endured for 30 years. The Nikkei Stock Average recaptured its all-time high at the end of 1989 for the first time in 34 years, but the NY Dow (2,753 dollars at the end of 1989) has increased 14 times during this time.

Compared to 1982/8/12 (the NY Dow showed a low price of 776 dollars during the period when the “death of stocks” became a hot topic), it was 50 times higher. As a result, the stock and investment trust balances of Americans, where 56% of personal financial assets are stocks and investment trusts, have risen to 9600 trillion yen.

What about Japan? It's only 400 trillion yen. Of personal financial assets, 53% can't be increased with cash or deposits with almost zero interest rates, isn't it?

Citizens who are extremely averse to that risk have begun to change. Yes, cash and deposits of 1000 trillion yen will be liquidated (shifted to risk assets). Now, let's get ahead of this trend and keep up with the epic upward trend. Now, what are your goals here (the Nikkei Stock Average 40,000 yen era)?

After all, it is determined that there is something strange about the group of stocks whose performance is expected to recover in a V-shape in the fiscal year ending 2025/3.