Expecting a weak yen and high stock prices.Beware of the rollback of the 'Takamichi Trade'.It is spreading. In the LDP presidential election on the 27th, Shigeru Ishiba, who is expected to push forward the Bank of Japan's financial normalization policy, was selected as the new party leader. Due to the 'Ishiba shock', it is expected that after the votes are countedThe yen surged sharply and the dollar-yen briefly reached the 142 yen level. The Nikkei average futures also experienced a significant decline.In addition, with the upcoming US presidential election, it is expected that the stock market will continue to experience high volatility, making it easier to buy US stock funds in early August with the decline and yen appreciation trend, as well as funds invested in Japanese stocks less affected by exchange rate fluctuations. It seems that funds will flow in moomoo securities, where you can purchase them.and a growth rate of over 20% compared to the previous year.、The year-on-year growth rate is approximately 20% or more.Picked up high-dividend funds from the USA and Japan.
Dollar-yen movement on the 27th.
Selecting 3 high-dividend funds with high return and stability.
◆ $Nissay US High Dividend Equity Fund D1M (29313137.MF)$
<Features of the funds>
- Invest in high-dividend stocks listed in the USA, natural resources, REITs, etc....

Without worrying about daily profit and loss, wanting to achieve significant returns through investments over a period of several years... That's why investing in India is a perfect choice for those who think this way. From a macro perspective,future population growth and income increase come with the endorsement of international organizations such as the United Nations. It is expected to become the world's third largest economy in the next three years after the USA and China, and is expected to continue its economic growth thereafter.The economic growth is expected to continue in India after becoming the world's third largest economy in three years following the forecast of future population growth and income increase with endorsement from international organizations.
If you are looking to invest in India for the long term, rather than focusing on daily price movements of individual stocks and ETFs,there is also the option of mutual funds.。By selecting a course that automatically reinvests dividends, you can achieve compound interest through "set-and-forget" investing.Three Indian-related mutual funds eligible for the growth investment framework of the new NISA are being selected.
◆ $Daiwa Dynamic India Equity Fund (0431307C.MF)$
<Concept>
From the BSE500 index composed of 500 listed companies on the Bombay Stock Exchange, mainly focusing on "infrastructure" and "consumer" related stocks, SBI Funds Management Pvt Ltd, in which State Bank of India and others invest, selects stocks.

The first quarter financial results of the five major trading companies for the fiscal year ending March 2025 (1Q, April to June)...are influenced by asset sales and exchange rate gains due to the depreciation of the yen.) showed thatandcontribute.三菱商事など３社が増益となった。通期純利益見通しに対する進捗率の高さも目立った。一方、直近では日銀の追加利上げ懸念や米利下げ観測から円高圧力が強まり、１Q期間中より円高となる１ドル147円台の水準で推移している。各社の25年3月期の想定為替レートは140〜145円。現行の水準が続く、または円高が進行すると、円安による利益上振れ期待が剥落していくことになる。ただ各社の最高財務責任者（CFO）は決算会見で足元のThe impact of the yen's appreciation and additional interest rate hikes by the Bank of Japan is not significant, but limited.And so on, they commented.also experienced an inverted yield curve.That's it.
The early August, when the earnings announcements of trading companies were concentrated, saw a large crash in the Japanese stock market. The Nikkei Stock Average fell by about 20% from the end of July to August 5th.As a result,the valuations of the five major trading companies also dropped significantly.５大商社のバリュエーションも大きく下がったAccording to a Bloomberg article on the 8th, the renowned investor Vroom suggested earlier about increasing the shareholding ratio of Japanese trading companies.Therefore, it is pointed out that it is a good opportunity for him to increase his holdings. Check the financial results and stock prices of each company, as well as the views of analysts.For Mr. Buffett, it can be seen that he...

Buffett's latest "favorite stocks" have been revealed.
Led by renowned investor Warren Buffett, $Berkshire Hathaway-B (BRK.B.US)$ disclosed its holdings in the 13F report. According to the report, there were two new positions acquired in the April-June 2024 quarter, and five positions were added. On the other hand, $Apple (AAPL.US)$ reduced positions for eight stocks, led by $Paramount Global-B (PARA.US)$ And $Snowflake (SNOW.US)$ I sold all the shares of the two stocks I owned.
This time,Focus on the two stocks newly acquired by Mr. Buffett.Check the performance trends and stock price levels of each. What can be seen from there isthe essence of Buffett-style investment. it might be.
Buffett's latest portfolio:Sector Classification
Berkshire Hathaway's 20...

$Sumitomo Electric Industries (5802.JP)$
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