While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...

In Japan, where the depreciation of the yen is progressing, the Bank of Japan is measuring the timing of additional interest rate hikes, but outside of Japan, it is shifting to a mode of cutting interest rates globally,Foreign bond investmentsIsn't it okay to keep an eye on it?Among overseas bond ETFs, there are many stocks that have recently updated their high prices since listing。
The characteristic of bond investment compared to stocks is that while stable yields (dividends) can be obtained, price fluctuations are small, so expectations for price increases are slim. However, due to interest rate cutsSince bond prices rise when interest rates decline, not only conventional income gains, but also capital gains can be expected. Furthermore, in the futureIf the depreciation of the yen continues, exchange gains will also be added, so overseas bond ETFs are in an “unrivaled” stateThere is a possibility that it will
So, from 2023/7Stocks where the return on investment (annual dividend interest rate dividend+year-to-date gain/fall rate - trust remuneration) for the most recent 1 year has exceeded 10%I will pick it up. Of these,3 bond ETF stocks that can be invested under the new NISA growth investment quotaand5 monthly distribution dollar-denominated bond stocks listed on the US market (2 types: risk suppression type and high yield type)Introducing...