$Kobe Bussan (3038.JP)$
Even from the perspective of Engel's coefficient, I think it's a buy. If it's getting messed up by Abenomics and real wages aren't increasing, there's no choice but to raise interest rates.
Even from the perspective of Engel's coefficient, I think it's a buy. If it's getting messed up by Abenomics and real wages aren't increasing, there's no choice but to raise interest rates.
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5
Isn't it not growing?
It seems to be mainly driven by short covering, but who knows. It's unclear how long China's subsidies will continue. For now, it looks overpriced, and if you're buying with AI, I think it's Nvidia. I expect China to succeed in self-driving cars first.
It seems to be mainly driven by short covering, but who knows. It's unclear how long China's subsidies will continue. For now, it looks overpriced, and if you're buying with AI, I think it's Nvidia. I expect China to succeed in self-driving cars first.
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Rather than concerns about an economic downturn, the economy is actually in a recession. Under the Biden administration, Treasury Secretary Yellen has been distributing money through aggressive economic policies, resulting in a concentration of funds among the wealthy rather than reaching those who need it for political purposes. It is uncertain how long this surplus of money will continue, so it is difficult to determine how long the stock market will continue to rise.
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I hope the FOMC's decision is to save the people rather than save the stock market. Do you think they are already behind the curve?
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