Earn money with the depreciation of yen?! We have achieved an increase rate of over 262% in half a year by investing in rice stocks that are killing two birds with one stone!
This article uses automatic translation for some of its parts
Since the beginning of the year 2024,The US dollar rose more than 14% against the Japanese yenThen, at its peak, it had risen to 161 yen.
Due to this situation, the aspect of avoiding depreciation of the yen is also taken into account in investing in US stocks in Japan.
What is the year-to-date rate of increase in dollars in 2024 $S&P 500 Index(.SPX.US$ is 15.55%, $NASDAQ 100 Index(.NDX.US$ is 18.73%. $Nikkei 225(.N225.JP$ 19.42% over the same period, $TOPIX(.TOPIX.JP$ has risen 19.09%. With thisIt may seem that the Japanese market is outperforming, but considering the depreciation of the yen, it can be seen that the opposite is true。
According to Moomoo's calculation, the yen structure as of the beginning of 2024 $S&P 500 Index(.SPX.US$ with $NASDAQ 100 Index(.NDX.US$ What is the rate of increaseAt 31.77% and 35.41%, respectively, they significantly surpassed the Japanese marketIt's there.
MOOMOO has reorganized the rate of increase data for stocks with the best performance in the US market from the viewpoint of Japanese investors. The stocks with the best performance in the US market, taking into account the depreciation of the yen, are as follows.
Looking at this chart, you can see that all stocks achieved an increase rate of 110% or more on a yen basis in the first half of 2024. $NVIDIA(NVDA.US$ Furthermore, it has risen by more than 200%. In other words, if NVIDIA shares were bought for 100 yen at the beginning of 2024, they are currently worth 300 yen or more.
Looking at this chart, you can see that even for major US companies, the range of increases on a yen basis is extremely attractive. The performance was not that good $Walmart(WMT.US$ Ya $Alphabet-A(GOOGL.US$ Even so, since the beginning of 2024, the rate of increase has exceeded 40%.
The biggest risk is likely to be the possible depreciation of the dollar and Japan's intervention in the future.
If market expectations for the Fed's monetary policy begin to shift in the direction of easing, or if Japan intervenes in the exchange market and starts inducing an appreciation of the yen, there is a possibility that investment in unprotected US stocks will be threatened.
Even if market expectations for the Fed's accommodative monetary policy boost the performance of the US stock market to some extent, there is a possibility that potential dollar depreciation risks will have a negative impact on Japanese investors' investment in US stocks.
In this case, $Proshares Ultra Yen(YCL.US$ 、 $Japanese Yen Trust(FXY.US$ 、 $DB US Dollar Index Bearish Powershares(UDN.US$ ETFs such as these may be useful for Japanese investors to hedge against dollar depreciation risks.
Furthermore, if market expectations for the Fed's mitigation increase, there is a possibility that US bond-related ETFs will also benefit. $iShares 20+ Year Treasury Bond ETF(TLT.US$ 、 $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ 、 $Direxion Daily 7-10 Year Treasury Bull 3X Shares ETF(TYD.US$ ETFs such as these will also benefit from this scenario, helping to hedge risks arising from exchange rate fluctuations.
— MooMoo News Zeber
Source: moomoo, Bloomberg
This article uses automatic translation for some of its parts
Source: moomoo, Bloomberg
This article uses automatic translation for some of its parts
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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