With the inauguration of the new president, which stocks should we pay attention to?
MOOMOO, Right after the USA presidential inauguration ceremony, , a prominent strategistTomohiro Okawa,We will welcome you and hold a special LIVE seminar!
Introducing the guest.
Mr. Takahiro Okawa:After joining Nomura Research Institute as a new graduate in 2005, Mr. Okawa went on to work at JP Morgan Asset Management, Credit Suisse Securities, UBS Securities, and finally established the Chikensai Oskar Group in 2016. He currently serves as CEO and Chief Strategist, forecasting the stock market, devising investment strategies, and designing funds, among other activities.
Masami Uchida: Joined Radio NIKKEI in 1998. Responsible for stock information programs such as 'Economic Information Network' and 'Tokyo Stock Live Broadcast', then transitioned to freelance. Currently active as a personality on radio and other platforms, as well as writing articles for multiple media outlets.
Seminar Theme
What will happen to US stock prices immediately after the presidential inauguration? Mr. Okawa will provide real-time commentary on the impact of the new administration's policies and cabinet appointments on the market. In addition,We actively respond to questions from viewers in a two-way interactive manner...

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On the 4thTOPIX (TSE Stock Price Index) hits an all-time high for the first time in about 34 and a half yearsI did it. At one point, 2900.91, which is the first 2900 units, was attached, and it surpassed 2886.50 on 1989/12/18 during the peak of the bubble. The closing price was also 2898.47, breaking the highest price (2884.80) on the same day in 1989.
The Nikkei Stock Average hit a new high in February, but TOPIX was delayed by more than 4 months and exceeded the bubble period.
Compared to the Nikkei Stock Average, which is a simple average of major stocks, they are weighted based on market capitalizationWhat has a strong influence on TOPIX is large stocks with a large market capitalizationthat's it. Since the beginning of this yearTop 20 stocks with a high contribution to TOPIX's riseWe will confirm whether there is still room for improvement based on analyst evaluations.
Large stocks overwhelm the year-to-date gain/fall rate
Whereas TOPIX's year-to-date gain/fall rate until 7/3 is 21.4%, it consists of the top 30 stocks with high market capitalization and liquidityTopixCore30's year-to-date gain/fall rate is 28.5%It's far superior. Meanwhile, the year to date of TopixSmall, which consists of small-cap stocks excluding the top 500 stocks...

While Japan is facing a situation where the Bank of Japan is considering additional rate hikes due to yen depreciation, the rest of the world is shifting towards a global interest rate cut.Considering investments in overseas bondsWouldn't it be good to shift focus to overseas bond investments?Among overseas bond ETFs, there are not a few stocks that are updating their all-time highs at the moment.。
The characteristic of bond investment compared to stocks is that it provides stable yields (dividends) while having small price fluctuations, so the expectation of price increase is low. However, with the decrease in interest rates,In a low-interest rate environment, bond prices are expected to rise, so not only can you expect regular income gains, but also capital gains.Furthermore, if the depreciation of the yen continues, foreign bond ETFs will be in an "unparalleled" state.Therefore, starting from July 2023,There is a possibility of a 24% to 26% increase in revenue compared to the previous year in 2024.
Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Select stocks with an investment return in the past year (annual distribution yield + year-to-date change rate - trust fee) of over 10%Among these,Introducing 3 bond ETFs that are eligible for investment in the growth investment frame of the new NISAThe deviation from the closing price of 2,371 yen on the 9th is about Introducing 5 dollar-denominated bond ETFs listed on the US market (comprising 2 types: risk-controlled and high-yield) with monthly distributions...