1Sem.
@GHF We should wait and see. On the one hand, a balanced interest rate level is not fundamentally wrong. Of course, the time of extremely cheap loans for companies will then be over. But I don't see Japan heading towards 3/4/5 percent yet. People are acting very cautiously and are not really in agreement.
••
1Sem.
@lawinvest You're basically right. But the last interest rate hike, which was very homeopathic, caused a lot of upheaval on the stock market. And for a balanced interest rate level in Japan, several more hikes would be necessary... we'll have to wait and see, I won't liquidate my Japanese positions, but I will reduce them.
••
1Sem.
@GHF yes well I don't know how much you are traveling in Japan. I only have itochu...
But the fact that this distortion occurred also had to do with the fact that aktieninvest from Japan was backed by massive amounts of borrowed capital. They probably won't react like this every time. But you're absolutely right: I'm not running full steam ahead for Japan at the moment 😅
But the fact that this distortion occurred also had to do with the fact that aktieninvest from Japan was backed by massive amounts of borrowed capital. They probably won't react like this every time. But you're absolutely right: I'm not running full steam ahead for Japan at the moment 😅
••