European investors with long experience in managing Japanese stock funds have revealed their expectations for Japanese stocks. Stephen Reinwald of Waverton Investment Management in England stated in response to an interview with the Nihon Keizai Shimbun that the rise in long-term interest rates in Japan “is viewed positively as a result of many years of deflationary mentality being broken, and it will be a tailwind for Japanese stocks.” Furthermore, it is pointed out that the current Japanese stock price is different from the Koizumi exchange rate and the Abenomics exchange rate, which were ahead of expectations, and is based on certain facts.
He listed some individual stocks he is buying.
European business is doing well $Asahi Group Holdings (2502.JP)$It is said that it is unique that it has increased operating profit and dividends for 20 or more consecutive terms $KDDI (9433.JP)$In addition, it is assumed that they are concentrating on core businesses such as power transmission and distribution businesses as the global transition to renewable energy progresses $Hitachi (6501.JP)$I also mentioned it.
Rowan Chaplin of Quaero Capital, which has management companies 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⁉️

$GLOBALSTRAT (08007.HK)$ 買わなくて良かった

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