How far will the yen appreciation go?
Opaque
Some people are saying 130 yen.
It's hard to get a rough idea of that.
Does it feel like a overall decline in Japanese stocks?
Chart-wise, there's a real possibility of around 130 yen.
In that case, what about the Nikkei?
Will it drop below 34,000 yen?
It is natural to have less than that.
Export manufacturers are tough.
Domestic demand-related.
Growth
Pay attention to the monetary policies of Japan and the United States.

The fact that the company is doing well is already well known everywhere. But it's not going up!
I think it's because it has already risen too much this year. I think it will take a break for a while and then start again.
If we can still see its potential at that time, I think it will rise.

Hooray!

The market value of that country is high! There is a tendency for the stock market capitalization to equal the GDP, so it's also possible to buy index funds of countries whose GDP is expected to rise in the future! For example, India. In order to boost the GDP, new industries are needed, just like the industrial revolution and the internet revolution changed the world significantly. Recently, it's the AI revolution! It's difficult to understand how things will change, but the emergence of smartphones and in-app gaming for smartphones also contribute to the increase in GDP. Watching Netflix is another example. It's easy to understand that these are new industries that didn't exist before! Creating new industries by somehow making consumers spend money leads to an increase in GDP. This time, I think the overall market trend will rise with the success of the AI revolution. AI smartphones, AIPC, and other advanced technologies are already emerging nearby. It's unclear whether they are really useful or necessary, or if it's just a lack of knowledge, but in the short term, NVIDIA's earnings on the 28th and the need for extremely advanced NVIDIA chips to enhance AI are important factors in foreseeing whether they will sell like hotcakes and have a good outlook in the future...

The reason I looked back down on last week ① Bank of Japan interest rate hike ② American recession ③ worsening situation in the Middle East ① is already far away, so I think there is no need to deal rapidly with yen carry, and I think pressure on yen appreciation is declining. There was a real big shock when it became an economy with interest rates for the first time in decades, but the market reacted 1 day late, so I think there are many investments that have been delayed. The biggest follow-up festival in history That's why I think investors who made profits in the first half of this year also recorded considerable losses when inflation subsides by looking at future indicators ②, but at the same time, I think it will be a recession. Interest rate cuts are something that should be done when the economy is really deteriorating, and I think interest rates will be cut if there is negative growth, for example, but in the current state, I don't think interest rate cuts will keep smelling like interest rate cuts the whole time What we don't do is that there is no need to cut interest rates, I think there is also a meaning that the big impact will be reduced by making it known to the market in advance. If you compare the abilities of the Bank of Japan and the Fed, I think the Fed is a few steps superior. The Bank of Japan has been implementing big monetary policies for decades...