10/2 [Strengths and Weaknesses Materials]
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In addition to defense-related stocks, there is a move to explore policy-related matters with the start of the Ishiba administration.
In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will lead the way. On the 1st, the US market saw the NY Dow drop by 173 points, and Nasdaq fell by 278 points. Amid continued selling due to the cautious stance of the Federal Reserve (FRB) on interest rate cuts, concerns about an economic slowdown increased as the September ISM manufacturing index fell below financial estimates. Furthermore, reports of a missile attack by Iran on Israel have raised concerns about deteriorating Middle East tensions, leading to further selling pressure.
Three points to focus on in the morning session: In addition to defense-related stocks, exploring movements related to policies with the inauguration of the Ishiba administration.
On the morning of October 2nd, in the trading session, we want to focus on the following three points: ■ Movement to explore defense-related stocks and policy-related movements with the establishment of the Ishiba administration ■ Daiseki, 2Q operating profit decreased by 5.4% to 7.327 billion yen ■ Points of interest in the morning session: DMG Mori Seiki, doubling the number of engineers launched and repaired in the United States in 2028, 1.5 times more, 400 people In addition to defense-related stocks, with the establishment of the Ishiba administration, we are likely to see a focus on policy-related movements. In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will take the lead. In the US market on the 1st day
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Japanese Shares Rally as Yen Weakens Following Ishiba's Election as PM
. 8B HKD easily breaks .. just only they want it or not