Thoughts on Japanese stocks ๐ฑ
Reasons why I think Japanese stocks are still a "buy" in the medium to long term ๐ฑ
โ Real interest rates are negative
โ Interest rates have not caught up with expected inflation rates
โก Companies reflect cost increases through price hikes
โ They are now able to increase profits
โข Shareholder return capacity is higher than US stocks
โ Japanese stocks have more capacity to pocket profits and return them to shareholders, in other words
However, large cap stocks are overheated, so it seems better to look for falling stocks of Australian small/mid cap stocks now. ๐คญ
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ใใใใญใฅใฆ : Do you have recommendations for small to medium cap stocks?
ใใใใกใ้ ๅฝ็ณปFPใ OP ใใใใญใฅใฆ : For reference only, I think Nitto Fuji Flour Milling, ARE Holdings, and SBI Holdings are still undervalued.
If you're aiming for a contrarian, IHI is also a candidate, but the risk is huge
Just for your reference
ใใใใญใฅใฆ ใใใใกใ้ ๅฝ็ณปFPใ OP : Understood.
Thank you so much for your reply.