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$USD/JPY (USDJPY.FX)$ Risk-off due to Russian nuclear reports?
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In 2023, Japan's tourism industry is regaining its vitality. Over the past few years, the stagnant tourism demand due to the new coronavirus has increased again, coupled with the impact of the weak yen, attracting many international tourists, especially from Europe and the United States. They wish to enjoy the foreign culture and are heading towards Japan's nature, cities, cultural heritage, and commercial districts.
I have high expectations for the growth of Japan's inbound market, but not every industry can benefit equally. After analyzing the current situation, I have decided to focus particularly on the hotel and catering sectors among the key areas related to the tourism industry. Instead of being swayed by short-term market fluctuations, I will focus on investment targets that can provide sustainable income.
Industry analysis and investment selection
Retail, airlines, and transportation: The growth outlook is cautious.
With the increase in inbound demand, the flow of people is activated, leading to a sharp increase in demand for hotels, restaurants, and shopping facilities. However, not all sectors can expect sustainable growth.
The retail industry is showing signs of prosperity, but the competition is fierce and the consumption demand by tourists may be short-term...
I have high expectations for the growth of Japan's inbound market, but not every industry can benefit equally. After analyzing the current situation, I have decided to focus particularly on the hotel and catering sectors among the key areas related to the tourism industry. Instead of being swayed by short-term market fluctuations, I will focus on investment targets that can provide sustainable income.
Industry analysis and investment selection
Retail, airlines, and transportation: The growth outlook is cautious.
With the increase in inbound demand, the flow of people is activated, leading to a sharp increase in demand for hotels, restaurants, and shopping facilities. However, not all sectors can expect sustainable growth.
The retail industry is showing signs of prosperity, but the competition is fierce and the consumption demand by tourists may be short-term...
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President Kazuo UedaAt 3:30 p.m. on October 31st, the President will hold a press conference after the conclusion of the monetary policy meeting.
In October, the view that former President Trump is leading in the U.S. presidential election led to a rise in long-term U.S. interest rates, among other things.Strong dollar and weak yen continued. Furthermore, in Japan, the ruling parties, Liberal Democratic and Komeito parties, fell below the majority in the House of Representatives election, leading to an increase in selling yen and buying dollar due to the political uncertainty. Attention is focused on what Governor Ueda will determine about such unstable movements in the financial markets.
If you wish to watch, "Reservation"button.
$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$
In October, the view that former President Trump is leading in the U.S. presidential election led to a rise in long-term U.S. interest rates, among other things.Strong dollar and weak yen continued. Furthermore, in Japan, the ruling parties, Liberal Democratic and Komeito parties, fell below the majority in the House of Representatives election, leading to an increase in selling yen and buying dollar due to the political uncertainty. Attention is focused on what Governor Ueda will determine about such unstable movements in the financial markets.
If you wish to watch, "Reservation"button.
$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$
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BOJ Governor's regular press conference, live broadcast
Oct 31 01:30
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After the interest rate hike at the July policy decision meeting, concerns about the US economy intensified, and the market became significantly unstable with a sharp decline in the yen and a historical plunge in domestic stock prices. The market continues to be in a nervous state.
In the Bank of Japan's monetary policy decision meeting to be held on the 19th and 20th, it is highly likely that the current operation of monetary policy management will be decided to guide the unsecured call overnight interest rate to around 0.25%. There is a growing view that the Bank of Japan is likely to maintain the current operation of monetary policy management by guiding the unsecured call overnight interest rate to around 0.25%. Regarding the future monetary policy of the Bank of Japan, there is a strong expectation that the current operation of monetary policy management will be decided to guide the unsecured call overnight interest rate to around 0.25%.
Do you find any hints about the future monetary policy of the Bank of Japan from the governor's press conference? Don't miss this live stream!! Do you find any hints about the future monetary policy of the Bank of Japan from the governor's press conference? Don't miss this live stream!! Do you find any hints about the future monetary policy of the Bank of Japan from the governor's press conference? Don't miss this live stream!!
For those who wish to watch,"Reservation"button.
In the Bank of Japan's monetary policy decision meeting to be held on the 19th and 20th, it is highly likely that the current operation of monetary policy management will be decided to guide the unsecured call overnight interest rate to around 0.25%. There is a growing view that the Bank of Japan is likely to maintain the current operation of monetary policy management by guiding the unsecured call overnight interest rate to around 0.25%. Regarding the future monetary policy of the Bank of Japan, there is a strong expectation that the current operation of monetary policy management will be decided to guide the unsecured call overnight interest rate to around 0.25%.
Do you find any hints about the future monetary policy of the Bank of Japan from the governor's press conference? Don't miss this live stream!! Do you find any hints about the future monetary policy of the Bank of Japan from the governor's press conference? Don't miss this live stream!! Do you find any hints about the future monetary policy of the Bank of Japan from the governor's press conference? Don't miss this live stream!!
For those who wish to watch,"Reservation"button.
Translated
BOJ Governor's regular press conference, live broadcast
Sep 20 01:30
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$USD/JPY (USDJPY.FX)$
Which way do you think it will go in the end?
Please let me know your financial estimates. 🙇♂️
Which way do you think it will go in the end?
Please let me know your financial estimates. 🙇♂️
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Powell, Chairman of the US Federal Reserve Board (FRB) Press Conference Live (Subtitled Translation)
The Federal Reserve Board (FRB) will hold a meeting to decide on monetary policy (FOMC) at 3:30 am Japan time on August 1st.
Chairman Powell has indicated a cautious approach to assessing trends in prices and employment, and in the market,it is strongly believed that the policy interest rate will be maintained.The focus is expected to be on how the timing and frequency of interest rate cuts will be mentioned in the press conference after the meeting.
The future monetary policy of the FRBIf you want to know more about it, don't miss this live broadcast!!
This event isIt will be delivered in subtitle translation formatIf you wish to watch, please"Reserve" Click the button.
◆Notes
The content of this live is provided by a subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of the accuracy, reliability, or correctness of machine translation from English to Japanese is made, whether explicit or implicit. We do not assume any responsibility for damages caused by the translation content. If you suffer any damage, we will not be held responsible for it. Please...
Chairman Powell has indicated a cautious approach to assessing trends in prices and employment, and in the market,it is strongly believed that the policy interest rate will be maintained.The focus is expected to be on how the timing and frequency of interest rate cuts will be mentioned in the press conference after the meeting.
The future monetary policy of the FRBIf you want to know more about it, don't miss this live broadcast!!
This event isIt will be delivered in subtitle translation formatIf you wish to watch, please"Reserve" Click the button.
◆Notes
The content of this live is provided by a subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of the accuracy, reliability, or correctness of machine translation from English to Japanese is made, whether explicit or implicit. We do not assume any responsibility for damages caused by the translation content. If you suffer any damage, we will not be held responsible for it. Please...
Translated
Live broadcast of US Federal Reserve Chairman Powell's press conference (subtitle translation)
Jul 31 13:30
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$USD/JPY (USDJPY.FX)$
The atmosphere seems to have already been factored in even if interest rates are raised. America is strong, so the charts want the dollar to appreciate.
I don't think we can change the big waves once we intervene. In the first place, intervention that goes against the flow of the market is against the rules.
What I'm worried about when prices rise due to the depreciation of the yen is not people's lives, but the approval rating, which is even low, will drop again due to criticism from the public, right?
I think that if the national power becomes stronger, the yen will naturally appreciate, but I feel that the ruling party in the administration, which has abandoned such measures and only impoverished citizens due to tax increases, should correct its way of thinking.
Even if you pay a high pension every month, there are few take-home payments in your old age, so even though there are people who are told to increase living expenses for old age at their own risk and have started NISA, it is an act of verbally intervening in the exchange rate to induce depreciation of the yen and cause a crash in stock prices.
If you do such an easy thing, individual investments will disappear again.
Well, it might be in textbooks. With the phrase Kishida shock.
The atmosphere seems to have already been factored in even if interest rates are raised. America is strong, so the charts want the dollar to appreciate.
I don't think we can change the big waves once we intervene. In the first place, intervention that goes against the flow of the market is against the rules.
What I'm worried about when prices rise due to the depreciation of the yen is not people's lives, but the approval rating, which is even low, will drop again due to criticism from the public, right?
I think that if the national power becomes stronger, the yen will naturally appreciate, but I feel that the ruling party in the administration, which has abandoned such measures and only impoverished citizens due to tax increases, should correct its way of thinking.
Even if you pay a high pension every month, there are few take-home payments in your old age, so even though there are people who are told to increase living expenses for old age at their own risk and have started NISA, it is an act of verbally intervening in the exchange rate to induce depreciation of the yen and cause a crash in stock prices.
If you do such an easy thing, individual investments will disappear again.
Well, it might be in textbooks. With the phrase Kishida shock.
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