今の景気動向はいかがですか？

This week's highlights
A solid development is expected for Japanese stocks this week. The Nikkei average is likely to see a rebound as a result of the over ¥1,000 decline last week.Buyers aiming for autonomous reboundare likely to enter. On the other hand, earnings of major companies at home and abroad will be announced, and individual stocks will be searched based on performance trends.Following the recent declines,stock picking is likely to continue.Buy on dips.However, the following week will see the monetary policy decision meetings of the FOMC and the Bank of Japan, among other things, which could act as support for the market. $Microsoft (MSFT.US)$It is unlikely that there will be a significant increase as major US tech companies, such as earnings reports, are looming. On the other hand, if the exchange rate shifts further towards yen appreciation, selling pressure may emerge mainly in export-related stocks, warranting caution.
In Japan, $Nidec (6594.JP)$focus is on earnings reports. According to Bloomberg Intelligence, there is a possibility of a rapid recovery from the January-March period, driven by strong demand for AI servers, among other factors.Shinkei Asset Management fund manager Naoki Fujiwara pointed out that if orders continue to show signs of improvement, even without upward revisions, uncertainties about the future are likely to dissipate.Moreover, with the exchange rate trending towards further appreciation of the yen, there's a likelihood of increased selling pressure on export-related stocks, warranting caution.

The consolidated financial results for the fiscal year ending 2014/3 of the five major trading companiesDecline in resource pricesDue to the effects of4 companies reduced profitsIt became. About the fiscal year ending 25/3Non-resource businessIs strong $ITOCHU (8001.JP)$While 3 companies, etc. anticipate an increase in profit, $Mitsubishi (8058.JP)$etc., 2 companies predicted a decline in profit,Light and darkhas split. However, company-wideActive stance on shareholder returnsIt has rather strengthened, and the total return amount combined with dividends from the five companies and stock buybacks has risen to a record high of 1.9 trillion yen. There is also a possibility that investment by activist funds had an impact in part.
A US investment company that holds approximately 9% of the issued shares of 5 companies $Berkshire Hathaway-A (BRK.A.US)$Warren Buffett, a famous investor, talked about investing in Japanese trading companies at the company's annual general shareholders' meeting on the 4th of this month”Very satisfied” (Jiji Press) said. Previously, he suggested holding up to 9.9%,Room for additional investmentThere's still more left. A business with room for an increase...

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日経平均がバブル後最高値を更新するなか、特に注目されているのがバフェット氏に愛される「5大商社」だ。5大商社は過去1年間そろって株価上昇をみせたが、各商社の上昇率を比較すると、頭ひとつ抜けたパフォーマンスをたたき出したのが三菱商事で約146%上昇している。三井物産は88%、丸紅は73%、住友商事は69%、伊藤忠商事は62%の上昇率を記録し、日経平均を大きく上回っている。米国の著名投資家バフェット氏は、2019年から日本の商社株への投資を開始し、2020年8月には各社の5%以上の株式を保有していることを公表。そ...