The Survival Strategies of Japanese Financial Institutions during the Recession (2)

 The fact that negative interest rates have been imposed on the two megabanks every six months for the first time in six years means that loans are not increasing enough despite the continued massive quantitative easing. In other words, there is a lack of demand for funds in the economy. The reason for the lack of demand for funds is that investment and consumption do not live. Investment and consumption are not living because the outlook for the future is uncertain. Consumers in Japan, whose population is declining and aging is serious, close their wallets even with a small shock. The contraction of domestic demand reduces the willingness of companies to invest. It is a chronic disease of Japan that has been constantly afflicting the Japanese economy since the collapse of the bubble. Japan has already started a zero-interest-rate policy in 1999 that lowers policy interest rates by nearly 0%, experimented with the world's first quantitative easing policy in 2001-2006, and began a b

The Survival Strategies of Japanese Financial Institutions during the Recession (1)

 On January 17, negative interest rates were imposed on some of the checking deposits held by Mitsubishi UFJ Bank, one of Japan's four largest megabanks. Except in 2016, when the negative interest rate system was first introduced, it was the first time in six years that negative interest rates were applied to large banks. Just six months later, on August 17, negative interest rates were imposed on some of Mizuho Bank's checking accounts, which are also one of the four megabanks. Meanwhile, in June, the investment of a large financial group in securities firms was a hot topic. Mitsubishi UFJ Financial Group (FG), the parent company of Mitsubishi UFJ Bank, announced that it would acquire Capital Nomura Securities (CNS), a Thai securities subsidiary of Nomura Holdings. Nomura Holdings is the parent company of Nomura Securities, Japan's largest securities firm. Mitsubishi UFJ Group will invest up to 5.5 billion baht (about 21.2 billion yen) through Ayutthaya Bank under the grou

FOMC Meeting Results

 The alarm is set at 3 a.m. on November 3rd, and the FOMC December interest rate message will be checked I looked from various angles to measure, but I have no sense at all. ​ So far, every time Powell comes out and mentions it, the stock market has had a negative impact. It's been about a month later month.  a growing sense of uneasiness Once the U.S. ETF secures cash and if it falls sharply due to negative news, it is only considering a low-point purchase approach. I hope we can write the market with a good result tomorrow. ​ ----------------------------------------------------------- ​ Dow -0.24 Nasdaq -0.89% Decline ahead of FOMC.  ​ 10-year government bond yield falls to 4.048%, positive employment indicators The ISM manufacturing index is sluggish. Export growth rate of 10sul -5.7% due to sluggish semiconductors in Korea. Reverse growth in two years. a trade deficit for the seventh consecutive month ​ At 3 a.m. on November 3rd, Korea time, the Fed will announce a 0.75% increa

When is the bottom?" Judging from the possibility of a turnaround in the stock market,

 The stock market is in the fog due to anxiety that a recession will come as interest rates soar due to high inflation. Except for those who entered the market at the beginning of the 2020 rebound, entry into the loss section is imminent. Securities firms, which had been shouting "We are close to the bottom" just a month ago and "We can rebound in the second half," are now changing their words, saying the stock market could fall further. We looked at the background of the fluctuating diagnosis of securities firms and the possibility of a market reversal in the future. Collapsed Maginot Line' KOSPI 2,500 The KOSPI, which closed at the end of last year with 3,000 collapsing, fell below the 2,700-point level in March this year, but the 2,500-point level did not collapse. The KOSPI 2500 is one times the PBR. If released easily, the value of net assets excluding debt among assets of KOSPI-listed companies will be the same as the market capitalization. If it is less t

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June 10, 2022 Overseas Stock Exchange Report

 ◇ U.S. stock market investment strategy   1. Market Radar: Instead of G2 Stock / Weekly Data Book (22.05.31~06.07) - [United States] Until the Fed's rate hike is interpreted as confidence in economic recovery. Value stocks (financial, consumer goods) response.   Growth stocks (IT, healthcare, ESG, electric vehicles & secondary batteries, aerospace, metaverse) are purchased in installments in the first half of the year (especially in May) when price adjustments are made ​ - Continuing to contract economic sentiment following the promotion of common wealth. Policy efforts to defend the economic slowdown continue.   The stock market level was higher than the previous year. 1Q and 4Q can be traded based on political events. Attention is paid to leading domestic companies and low-carbon (electric vehicles, secondary batteries)/ESG companies ​ ​     ◇ US Company REPORT   1. [NAS:AAPL] Shinhan, the leading U.S. IT H/W and S/W company represented by iPhone ​  Representative IT H/W an

How U.S. Stock Investment Is Different from Domestic

 Seohak Ant (individual investors in overseas stocks) is steadily increasing, leaving the domestic stock market and turning to overseas stock markets. This is because volatility in the domestic stock market is expanding due to unfavorable internal and external factors such as global austerity and the war between Russia and Ukraine. In particular, as the number of domestic individual investors investing in the U.S. stock market increased, attention was also paid to what stocks were mainly included. The industry predicts that the proportion of Seohak ants among domestic investors will increase further unless anxiety factors about the domestic stock market are calmed down in the future. I looked into the reason and report card of the Seohak ant craze. Amid the so-called concentration of U.S. stocks by Seohak ants, there are many voices calling for careful investment after closely grasping the characteristics of the U.S. stock market and information on investment stocks. This is because th