Nikkei Market Data’s Post

Listening to this attentively at the moment. It's great that Nikkei has put this together to do a deep dive into the Japan's financial market and how it'll be played amongst the volatile global economic environment that we are in right now. The waves have just began, the tsunami is just around the corner. Evidently point in case with the Hang Seng Index in Hong Kong dropping 700 points in less than 10 mins of today's market opening. #Japan #Tokyo #Financial #Nikkei

Join us this October 31, as ISI Markets host our 2025 Japan Economic Outlook event in Tokyo, bringing together buyside and sellside leaders to discuss Japan's post-pandemic recovery, growth, and key trends affecting global businesses and investors. Agenda Highlights: • Opening Remarks presented by Stephen Pulley CEO ISI Markets • Japan's Economic Outlook: Leveraging data and insights utilizing CEIC Data's machine learning-driven economic nowcasts and EPFR's global fund-flow data, presented by Andrew Cockburn BDM ISI Markets. • Panel Discussion: Experts' Perspectives on Navigating Challenges in the Current Market Landscape. Hear from: - Akihiro Yasuda, Chief Senior Researcher of Sumitomo Trust Research Institute - Masayuki Imai, Market Intelligence Analyst of Aizawa Securities - Jun Arima, Managing Partner of MJ Meloria Consulting Don’t miss out! Register today to secure your place: https://hubs.la/Q02TmqgG0 *This seminar will be in Japanese and English. *This seminar is for investment professionals only. #Japan #CarryTrade #BOJ

The Nikkei 225 index has soared to record heights this year as global investors grow more hopeful that Corporate Japan is becoming more shareholder friendly. Are these perceptions correct? Join us for our free webinar with experts on Apr. 24: https://lnkd.in/gpT2GVtj

My article at Hong Kong Economic Times last week, analyzing the Japanese economy and investment prospects. Japan have been the world's best performing stock market this year, with year-to-date return of 22%, which compared handsomely with Nasdaq's 9% and Hang Seng Index's -4%. The Nikkei 225 Index has also made a new All Time High after the bubble burst in early 90's. My article analyzed the recent rate hike and its impact on yen movement. I have also discussed how the stock market reform initiative has improved the value of listed companies. Lastly, I talked about other industries that Japan is looking to develop, including asset management, tourism and semiconductor manufacturing. https://lnkd.in/g4QvyZZS #japan #nikkei225 #jpy #deflation #TSEreform

Japan: Back in the investor limelight! The Nikkei has been on a strong upward trajectory lately. It has gained almost 50% since the beginning of 2023 and has finally broken through its all-time high after a long 34 years. Investors are once again turning their attention to the land of the rising sun, even if part of the performance is due to the weakening currency. Which Japanese companies have performed particularly well recently, which sectors are driving the market, and which stocks look attractive to which types of investors? You'll find all this and more in our latest market analysis. We wish you a stimulating read. Current Investment Topic https://lnkd.in/dXd8bXyM #Japan #Japon #marketanalysisjapan #analysedemarchejaponais #japanesemarket #japanesemarketanalysis #analysedemarchedujapon #marktanalysejapan #thescreener #investments

Japan was in the news not too long ago for finally setting a new market high since its previous high in 1989. Revisiting Japan's market history can be a good example of a country going years/decades without positive returns. Although the U.S is not the same as Japan, many investors do expect the U.S to continue to outperform into perpetuity. Using Japan as an example though, may be a good idea. Investors in the 80's likely did not expect the Japanese market to go 30 years without new high's. Some of the concerns about the Japanese markets in 1989 do resemble some of the same concerns as the U.S markets now (a few companies carrying returns and high valuations). This is not a prediction that the U.S market will have the same outlook as Japan did after 1989. Rather, this example is a reminder of why global diversification in portfolios can be crucial for long term investors. #WealthManagement #Investing

While many people make their annual pilgrimage to see the Sage of Omaha, Warren Buffett, I make my pilgrimage each year to see the Sage of Japan, Shuhei Abe of SPARX. As the equivalent to Buffett in Japan, I have learned tremendously from Abe-san over the past decade. This time around, he shares with me how various Japanese corporates are getting ready for growth opportunities and how inflation may drive up the pricing power of many of them. In the meantime, with potential M&As, as well as improved corporate governance and initiatives from the Tokyo Stock Exchange, the market might finally be awakening after a 30-year-long trough. Hong Kong, as one of the most important trading partners with Japan, should collaborate more closely with Japan Inc. I look forward to inviting more Japanese businesses to visit our city and coordinate with Chartwell Capital’s portfolio companies for closer partnerships. #japan #hongkong #value #investing #business #growth #future

[Final call] The Nikkei 225 index has soared to record heights this year as global investors grow more hopeful that Corporate Japan is becoming more shareholder friendly. Are these perceptions correct? Join us for our free webinar with experts on Apr. 24: https://lnkd.in/gW8PYiwW