I am one of those who have been severely affected by recent Japanese stocks. I was busy with work this week and when I left the stock market alone, Kobe Steel hit me. $Kobe Steel (5406.JP)$
Since the stock didn't drop even after the dividend payment, I was too comfortable. Honestly, if it had dropped due to performance, I would sell, but if it's dropping due to external factors, I usually have a buying stance (especially for high dividend stocks). However, now that the headwinds for a weak yen seem to be reaching a limit, it's a situation where even foreign investors would rather buy US bonds than invest in high dividend stocks in Japan. I also think it might recover around March, but if that's the case, I would like to buy with my new NISA account at the January lows. Therefore, I cut some losses today.
Perhaps because there is not much foreign investment, growth stocks have mixed movements. Sasmedo has touched the lower boundary trend. I would like to buy it. It's a company that I support a lot, but it has become a short-term trading stock within the range. I'm sorry 🙇♀️ $Susmed (4263.JP)$
In Gunjo's PF, Miyaji Engineering is still holding up despite the decline due to its excellent performance and high dividends.
If you move around too much, you will only reduce your funds. We cannot make any major moves unless the USA stabilizes. Year-end rally, coming...
Since the stock didn't drop even after the dividend payment, I was too comfortable. Honestly, if it had dropped due to performance, I would sell, but if it's dropping due to external factors, I usually have a buying stance (especially for high dividend stocks). However, now that the headwinds for a weak yen seem to be reaching a limit, it's a situation where even foreign investors would rather buy US bonds than invest in high dividend stocks in Japan. I also think it might recover around March, but if that's the case, I would like to buy with my new NISA account at the January lows. Therefore, I cut some losses today.
Perhaps because there is not much foreign investment, growth stocks have mixed movements. Sasmedo has touched the lower boundary trend. I would like to buy it. It's a company that I support a lot, but it has become a short-term trading stock within the range. I'm sorry 🙇♀️ $Susmed (4263.JP)$
In Gunjo's PF, Miyaji Engineering is still holding up despite the decline due to its excellent performance and high dividends.
If you move around too much, you will only reduce your funds. We cannot make any major moves unless the USA stabilizes. Year-end rally, coming...
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7
Previously posted. $iShares Frontier and Select EM ETF (FM.US)$ Even though there was a significant profit recently, most of it has been dumped in the past week.
$iShares Frontier and Select EM ETF (FM.US)$
On Friday, there was a sharp decline due to the Evergrande Group shock? It seems inevitable that the Chinese economy is sinking, but will FM, which is strongly tied geopolitically and economically, sink as well? Or will the manufacturers move away from China, and perhaps grow from here? I'm starting to feel a little anxious.
Ultimately, if it depends on the strength of the dollar, this summer drought market is a buying opportunity.Buffett Taro, who has been quite accurate in his financial estimates over the past two years, seems to see it as a buying opportunity 😃 The problem is financial strength...
$iShares Frontier and Select EM ETF (FM.US)$
On Friday, there was a sharp decline due to the Evergrande Group shock? It seems inevitable that the Chinese economy is sinking, but will FM, which is strongly tied geopolitically and economically, sink as well? Or will the manufacturers move away from China, and perhaps grow from here? I'm starting to feel a little anxious.
Ultimately, if it depends on the strength of the dollar, this summer drought market is a buying opportunity.Buffett Taro, who has been quite accurate in his financial estimates over the past two years, seems to see it as a buying opportunity 😃 The problem is financial strength...
Translated
7
As the dollar weakens, FM has quietly been buying and finally started to rise. The monthly MACD is nearing a golden cross.
There may be one or more interest rate hikes ahead, so it may not be easy, but the purpose was to hedge against the dwindling US stocks due to the disappearance of the weak yen effect, and this time we were able to confirm a strong inverse correlation. I want to buy more, but I don't have enough funds...
Are you doing anything to respond to the strengthening yen??
$iShares Frontier and Select EM ETF (FM.US)$
There may be one or more interest rate hikes ahead, so it may not be easy, but the purpose was to hedge against the dwindling US stocks due to the disappearance of the weak yen effect, and this time we were able to confirm a strong inverse correlation. I want to buy more, but I don't have enough funds...
Are you doing anything to respond to the strengthening yen??
$iShares Frontier and Select EM ETF (FM.US)$
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2
Beautifully reversing and rising
I still think it will go up ⤴️
It's troubling for Gonja Company in the era when treatment can be done with an app, but it is important if it improves the QOL of patients, isn't it?
$Susmed (4263.JP)$
I still think it will go up ⤴️
It's troubling for Gonja Company in the era when treatment can be done with an app, but it is important if it improves the QOL of patients, isn't it?
$Susmed (4263.JP)$
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I'm keeping an eye on it because I anticipate that it will pass through the Chinese Medical Association and run out to the top. It's about how much greed you have to make a profit...
$Susmed (4263.JP)$
$Susmed (4263.JP)$
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I'm considering investing in TLT for US Treasury bonds and FM for emerging market stocks in anticipation of a rate cut, but both need to be purchased in dollars. I'm wondering how much profit I can make if the yen strengthens when the rate cut happens. Could you please provide investment strategy along with the outlook for USD/JPY?
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2