European investors with extensive experience in Japanese equity funds are clearly expressing their expectations for Japanese stocks. Stefan Reinebold, from the British Waybendor Investment Management, stated in an interview with the Nikkei: "I view the rise in Japan's long-term interest rates as a positive result of breaking the deflationary psychology that has persisted for years, which will serve as a tailwind for Japanese stocks." He also points out that unlike the speculative markets during the Koizumi era or Abenomics, this current surge in Japanese stocks is based on solid facts.
He listed several individual stocks that he is buying.
Highlighting its strong performance in the European market, $Asahi Group Holdings (2502.JP)$and its uniqueness in continuously increasing operating profit and dividends for over 20 periods, $KDDI (9433.JP)$as well as focusing on core businesses such as power transmission and distribution amidst the global shift towards renewable energy. $Hitachi (6501.JP)$As mentioned above.
Mr. Rowan Chaplin of Quaero Capital, which operates in London and Paris...

$Sansha Electric Manufacturing (6882.JP)$
1/30 Stock Price 1678
It went up all of a sudden!
Profitability immediately!

$GLOBALSTRAT (08007.HK)$
After the crash, it disappeared as expected.

$GLOBALSTRAT (08007.HK)$ It's a good buy now? I think it will continue to go down⁉️

$GLOBALSTRAT (08007.HK)$ I'm glad I didn't buy it

$Invitae (NVTA.US)$
Financial estimates have been released, but with a negative forecast.
However, it would be nice if there is at least one good announcement.