2024年も最終月に入り、迫り来る2025年に向けて、新たなチャンスをどう捉えるか。過去一年の日本株市場の動向を振り返り、2025年に向けた戦略の手がかりを探ってみよう。
日経平均は年初来約18％上昇している。 しかしよく見ると、実際には日経平均は第1四半期にすでに21%上昇し、その後の3四半期は大きなボラティリティに見舞われたが、トータル・リターンはマイナスだった。
Reports that Mr. Buffett has invested in five major trading companies have been circulating since 2023, and in early 2024 foreign investors followed suit.The influx of foreign capital became the main cause of the rapid rise in Japanese stocks in the first quarter.However, in March, the results of the 'Spring Labor Offensive' were announced, leading to wage increases reaching a high level not seen in about 30 years. The Bank of Japan also announced the end of negative interest rates in the same month. The decline in the Nikkei average was attributed to the adjustment of global semiconductor stocks in April, worsening Middle Eastern situations, among other factors. Despite the yen shedding its negative interest rate policy, the interest rate differential between Japan and the United States remained significant, leading to a continuing trend of yen depreciation.On July 3, it marked the lowest level in 38 years.The weakening yen pushed up Japanese stocks in the third quarter.During the day on July 11, the Nikkei average...

$Seven & i Holdings (3382.JP)$ Surely, it's frustrating.
Well, I understand that because it's business, they want to keep costs as low as possible, but seriously, the people involved with Seven, Kushu, and Yokado's founding are stingy. Didn't Seven announce initially that everything would be completed by next March? Is this also how overseas acquisitions play out? It really shakes up investors.

$NVIDIA (NVDA.US)$ is On August 28th in the after-hours of the U.S. stock market (morning of August 29th in Japan), they are scheduled to announce the earnings for the second quarter of fiscal year 2025. While dominating the market for semiconductors for artificial intelligence (AI), the focus is on whether they can exceed market expectations with strong growth and performance. Please determine if Nvidia can outperform market expectations. Predict the closing price of Nvidia on the day following the earnings call and cast your vote!
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...

On the 19th, the US stock market continued to rise, $S&P 500 Index (.SPX.US)$and $Nasdaq Composite Index (.IXIC.US)$rising for the 8th consecutive day, marking the longest upward trend so far this year. A series of economic indicators showing the resilience of the US economy led to buying on dips.
Individual stocks also performed well, $NVIDIA (NVDA.US)$rising nearly 30% in the past 10 days, $Nike (NKE.US)$It rose for the 9th consecutive day, marking the longest continuous high in about 8 years.
Expectations for an economic downturn continue to decline, with the U.S. economy expected to achieve a soft landing.
Recently released four economic data points strongly support market sentiment, rekindling expectations that the U.S. economy can achieve a soft landing:
●Decreasing inflation trend: In July, the U.S. Consumer Price Index (CPI) rose by 2.9% year-on-year, below the expected 3%, indicating a decline from June's 3%. This suggests a slowdown in inflation, potentially giving the Federal Reserve room for future interest rate cuts.
●Unemployment insurance claims decline: Last week's initial unemployment insurance claims of 0.227 million fell below expectations. The...