It's not a big deal to look like Powell
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![](https://usnewsfile.moomoo.com/news-thumbnail/20240613/public/17182748250145566262412.jpeg)
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It seems that strategists such as Mr. Gilbert Wong of Morgan Stanley are predicting that growth (growth) stocks will outperform value (undervalued) stocks for Japanese stocks in October. According to Bloomberg on 10/3, Mr. Wong and his colleagues indicated in the report that “the trend of short covers will accelerate in October, and price action will be drastically reversed in each sector.”
Also, it is said that long-only (buyers) investors have increased the weight of Hitachi, KDDI, and Panasonic Holdings, and the positions of Toyota, Keyence, Daikin Industries, and Renesas Electronics are shrinking.
On the 5th, Japanese stocks rebounded for the first time in 6 days. The Mothers Index, which is centered on emerging and growing companies, was 3.3% higher than the previous day, and there was an overwhelmingly strong rebound compared to the 1.8% increase in the Nikkei Stock Average and the 2.0% increase in TOPIX. However, from observations that US interest rates remain high, there is a strong sense of caution against further stock price declines, and the hurdle of buying growth stocks, where the sense of price intensifies due to high interest rates, is particularly high.
In the first place, the evasion attitude from stocks themselves is also spreading due to the rapid rise in long-term US interest rates. US bond management giant Pasi...
Also, it is said that long-only (buyers) investors have increased the weight of Hitachi, KDDI, and Panasonic Holdings, and the positions of Toyota, Keyence, Daikin Industries, and Renesas Electronics are shrinking.
On the 5th, Japanese stocks rebounded for the first time in 6 days. The Mothers Index, which is centered on emerging and growing companies, was 3.3% higher than the previous day, and there was an overwhelmingly strong rebound compared to the 1.8% increase in the Nikkei Stock Average and the 2.0% increase in TOPIX. However, from observations that US interest rates remain high, there is a strong sense of caution against further stock price declines, and the hurdle of buying growth stocks, where the sense of price intensifies due to high interest rates, is particularly high.
In the first place, the evasion attitude from stocks themselves is also spreading due to the rapid rise in long-term US interest rates. US bond management giant Pasi...
Translated
![Did you buy Japanese stocks in October in growth and sell at value? Is the Morgan S forecast fund reversed](https://sgsnsimg.moomoo.com/feed_image/181569713/7760d56b00e335e393c3b1e1697902ac.jpg/thumb)
![Did you buy Japanese stocks in October in growth and sell at value? Is the Morgan S forecast fund reversed](https://sgsnsimg.moomoo.com/feed_image/181569713/a370fb7016833426977b484a5d120e3b.jpg/thumb)
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