Kelvin Tay from UBS Global Wealth Management argues that the weak Yen is the key driver to Japan’s stock market rally the past 2 years. He expects the Yen to strength to 143 against the US dollar which means the selling pressure on Japanese stocks isn’t over yet.
Going back to Japanese stocks right now is like catching a falling knife: CIO
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It’s a stampede now.
Since Plaza accord, Japan has never truly recovered.
Debt to GDP ratio has improved
@@ssuwandi3240 it helps when everyone stop spending and trying to pay off their debt
To be America’s friend is fatal
To be Chinas friend is … well chyna doesn’t have any friends so never mind .
So much for harping about taking actions against “excessive yen volatility”…
What you are witnessing is Bidenomics in full swing.
First, you target the energy sector, raising the cost of energy, which in turn starts to raise the cost of everything.
Then, you print even more money for pet projects putting more money into the system, layered on top of already rising prices due to your energy policy.
Then when people can no longer afford anything or businesses cannot raise capital because rates are too high so they have to shrink, then the final part of Bidenomics is complete. Job losses.
Stock market tumbles, World markets tumble.
Are you honestly going to vote for Harris and get 4 more years of this?
God help you Americans.
To put it simply, Japanese stocks do not yield much profit and most of the investments are going towards the US short- and medium-term treasury bonds because of higher interest rates.
Is this because the world knows the bottom is abou to fall out of the dollar and the japanise have over invested in US bonds?
Bro’s speaking too fast*
The Harris ad talks to you like a 3rd grader 🤡 “to support our movement” bowel movment 💩
Food and retail will come through this as major winners. Yen appreciation will favorably impact companies deeply involved in food and commodities because they’re going to see a sharp drop in the cost of imported raw materials. Those companies will shift from smoke and mirrors to YoY income gains thanks to lower costs and already having proactively engaged in price hikes since the previous year. Conversely, exporters will see a drop in sales.
Japan didn’t have the sense to do a slow currency intervention. Inflating your currency that much, that quickly was dumb. Play stupid games, win stupid prizes.
Kangei Maru, the world’s largest whaling mothership where Japan has just slaughtered their first fin whale in half a century. This is a war on the world’s remaining wildlife . . . if we don’t address this sort of savagery we will lose everything . Why is the world’s media ignoring this ? Why are the world’s governments ignoring this ? We have to act . Now .
if kamala becomes the president of the united states, will the economy crash making great stock deals available?
This is what happens when you watch too much anime.
Ayo we up 10% 😂
Analyst took an huge L on his reputation 😂 nikkei rebounded 10%
this aged like fine milk
Carry trade casued Nikkei lost 12% of its value. Investigation is required to end such harmful trade. The data shows on the day of interest rate decison, foreign investment in Japan was negative 659B, 10 times than normal. Carry trade become a welcome gesture of invasion.
If the yen is falling, keep it down for a few days so we can earn from the crash too! Degen traders! 🖕