6J·

Underweight Japan

GHF · 2025-01-15T12:38:12.982272Z

Nächste Woche steht die Entscheidung über eine mögliche Anhebung der Leitzinsen in Japan an. Wenngleich das Zinsniveau in Japan immer noch sehr niedrig ist, hat doch die letzte jap. Zinsanhebung für ordentlichen Wirbel und Kursverluste gesorgt. Aufgrund der Lohn- und Preisentwicklung in Japan wird von den Profis auch mit einer Anhebung der Leitzinsen gerechnet Ich reduziere daher meine Japan-Position im Depot von 5% auf ca. 3,5% und Sumitomo fliegt raus. Im Depot verbleiben erstmal $8001 Itochu und $8002 Marubeni.

Next week, the decision on a possible interest rate hike in Japan is due. Although the interest rate level in Japan is still very low, the last Japanese interest rate hike caused quite a stir and price losses.

Due to the development of wages and prices in Japan, the professionals are also expecting a rise in key interest rates

I am therefore reducing my Japan position in the portfolio from 5% to around 3.5% and Sumitomo is out. The following remain in the portfolio for the time being $8001 (-1,92 %) Itochu and $8002 (-1,2 %) Marubeni remain in the portfolio.

15.01

Sumitomo Corp

Vendu à 19,90 €

6 Commentaires

Kai@Dividenden-Sammler

Interest rates are currently quite high for Japan, by the way. I wouldn't commit myself to whether there will be another rate hike. I think it's more likely that interest rates will be cut by the end of the year.

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Memo0606@Memo0606

@Dividenden-Sammler do you think, for example, that this will also have an influence on $4063 shin etsu
and do you currently have an opinion on shin etsu

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GHF@GHF

@Dividenden-Sammler Yes, you're basically right. Since last August, Japan has had the highest interest rates since the 1990s (with one exception around 2007). But the Japanese central bank has repeatedly emphasized its intention to tighten monetary policy...

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GHF@GHF

@Memo0606 I can't tell you that...

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Kai@Dividenden-Sammler

@Memo0606 Interest rate changes by central banks will always have an impact on the stock markets - depending on the direction. Rising interest rates tend to be harmful, falling interest rates tend to be better.

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Bonchance@Bonchance

Thanks for the info, I didn't have it on my radar

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