Starting with the depreciation of the Nikkei average of 466 yen, is the return to life insurance yen bonds progressing, is foreign debt investment cautious - management plans announced starting this week

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The return to life insurance yen bonds is progressing, is foreign debt investment prudent - management plans announced starting this week
There is a high possibility that life insurance companies will increase their holdings of Japanese government bonds in 2024 in response to the end of the Bank of Japan's negative interest rate policy. While the normalization of monetary policy seems to be progressing cautiously, it seems that investment in ultra-long-term bonds will continue as interest rates rise. Meanwhile, there is a possibility that foreign bonds will increase open foreign bonds while managing exchange risk.

The yen is in the first half of the 153 yen range against the dollar, making a nervous move due to uncertainty surrounding the situation in the Middle East
The yen exchange rate of the Tokyo Foreign Exchange Market on the 15th was 1 dollar = in the first half of the 153 yen range. In response to Iran carrying out an attack on Israel over the weekend, there was a scene where risk-avoiding yen purchases took precedence in early morning transactions. The market has entered a phase of determining the course of the situation in the Middle East, and while nervous developments are expected, the yen is likely to weaken as the view of avoiding escalation intensifies.

Indian stocks are still preferred even if they are overvalued, and Japanese value stocks are also popular - MLIV survey
India's ability to link economic growth to corporate profits makes the country a more promising investment destination for investors than Japan and China. The latest Bloomberg “Markets Live (MLIV) Pulse” survey showed it.

Astellas Pharma Pharma - Sales Sentiment: Early-Period Operating Profit Revised Downwards and Intangible Asset Impairment Report Resounds
$Astellas Pharma (4503.JP)$There is a sales trend. The company announced on the 12th that it will revise its consolidated operating profit forecast (IFRS) for the full fiscal year 24.3 downward from the previous 83 billion yen to 13 billion yen (down 90.2% from the previous fiscal year). The market consensus is 93.5 billion yen.

Main semiconductors such as Lasertech and Socionex are cheap, and sales pressure has spread due to a sharp drop in the SOX Index ◇
$Lasertec (6920.JP)$、 $Tokyo Electron (8035.JP)$Starting with the main brands of semiconductor manufacturing equipment, etc. $Socionext (6526.JP)$、 $Renesas Electronics (6723.JP)$Sales are conspicuous in a wide range of semiconductor-related stocks, etc.

Kashima, responsible for the construction of the Lapidas plant, is confident that construction will be completed as planned - experience points in Kumamoto
Major general contractors $Kajima (1812.JP)$It is strengthening its presence in the semiconductor factory field. The company is currently involved in the construction of a Rapidas factory (Chitose, Hokkaido) aiming for mass production of next-generation semiconductors, but no problems have occurred so far, and they show confidence that it will be completed as planned.