1Semana
@PikaPika0105
What is your assessment of the Japanese macro level?
I'm also personally interested.
Should I perhaps wait a little longer before investing in Japan?
What is your assessment of the Japanese macro level?
I'm also personally interested.
Should I perhaps wait a little longer before investing in Japan?
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@Tenbagger2024 I'm curious about that too. Please keep me informed.
I am only in Japan with one ETF, but it has been very unexcited where things got more turbulent.
I am only in Japan with one ETF, but it has been very unexcited where things got more turbulent.
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1Semana
@TradingHase
Can you send me the ETF?
Can you send me the ETF?
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1Semana
@TradingHase
Fine annual performance
Fine annual performance
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1Semana
@Tenbagger2024 The macro level and Nikkei 225 companies are not overly correlated now. The economic situation in Japan is tense, but rather promising. Inflation has been back for a few years (currently seen as a problem, but actually important) and wages are rising. The policies of the new coalition government are also much better (very liberal economic policy, socially rather nationalistic and resolutely against illegal migration, very strongly committed to education, mixture of active pragmatic industrial policy and very high research spending.....). The government and the prime minister in particular enjoy very high approval ratings and are therefore capable of taking action. Many reforms are being or have already been initiated, including internally at companies. There are still risk factors, of course. The high debt burden itself is not so problematic (hardly any foreign debt), rather the increased interest rates (dilemma of fighting inflation and keeping the interest burden low). The strong tensions with China and the US tariff policy are also negative influences. But none of this has any influence on whether specialty chemicals, semiconductor equipment, deep-sea cables, Nintendo consoles or anime productions (etc. etc.) continue to sell, if you know what I mean. So winners remain winners and in my opinion you can always invest in them. However, I would be very careful with companies that are very active in China, as tensions are not going to ease and China is getting bolder and bolder.
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@PikaPika0105 Do you have an opinion on $3350 in this context?
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1Semana
@Multibagger not an investment for me, as I am generally skeptical about the real value of crypto. They are one of the largest Bitcoin holders in the world, but they also bought everything at the high. If you believe in Bitcoin in the long term, it might be a cheap alternative to MicroStrategy, but definitely not for me. Japan really has more to offer.
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@PikaPika0105
On my buy list is $7012
They have a drop in profits for next year. After that, however, they will increase significantly. I think that the increase should be reflected in the share price next year.
Do you have an opinion?
On my buy list is $7012
They have a drop in profits for next year. After that, however, they will increase significantly. I think that the increase should be reflected in the share price next year.
Do you have an opinion?
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@Tenbagger2024 We've written about them before and I explained why I see a lot of potential.
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1Semana
@PikaPika0105
I also dealt with this at the weekend.
I'll post about it in the next few days
I'm just wondering whether now is a good time to buy
I also dealt with this at the weekend.
I'll post about it in the next few days
I'm just wondering whether now is a good time to buy
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