“Aim for a group of stocks that will turn to the surface due to the continuation of low interest rates!”
A candidate for the governor of the Bank of Japan who gained the trust of the market with his sense of stability
How would you respond to the hearing in the House of Representatives? I was relieved by the remarks of Mr. Kazuo Ueda, a candidate for the next governor of the Bank of Japan, who had been greatly concerned. It was pretty much what I expected and expected.
There were many voices in the financial markets, some media outlets, and former Bank of Japan officials calling for the immediate lifting of the large-scale monetary easing. Of course, from the view that the monetary policy continued for 10 years by the current governor Kuroda is problematic, but Mr. Ueda commented on this point when he was already named as a candidate for governor, saying, “The monetary policy that the BOJ has been Appropriate, large-scale monetary easing should be continued.”
It is possible that he suddenly emerged as a candidate and was suddenly confronted with a media interview, but Ueda repeated the same answer in the House of Representatives.
Needless to say, Mr. Ueda has the best academic knowledge and achievements in the financial field. Such a person is saying, “The current monetary policy is appropriate. It is better to continue.” Not only I, who is not a financial expert, but also the market players have no choice but to accept this.
It’s like when Ohtani is asked how to swing the bat and he says, “I swing it like this.”
The market did not find Mr. Ueda’s policies unacceptable, and on the 24th, the Nikkei Stock Average rebounded by 349 yen. It can be seen that the trust in this point was highly evaluated.
The qualities required of a central bank governor are not only specialized knowledge but also a well-balanced sense of stability. Mr. Ueda seems to have that, and from an investor’s standpoint, it can be said that it will be easier to invest in the future.
● What is the target of the bottom-up market?
As for which stocks to invest in, there is a high possibility that the market will rise, so I would like to focus on stocks that are likely to rise due to the continuation of low interest rates.
Specifically, we will first become a securities stock, and pay tribute to the largest company, Nomura Holdings. <8604> [東証Ｐ]Toyo Securities, which has a reputation for being strong in trading Chinese stocks <8614> [東証Ｐ]become.
Naturally, when interest rates are less likely to rise, it becomes easier to buy real estate.AD Works Group, which renews used condominiums and buildings and sells them to the wealthy. <2982> [東証Ｐ]Global Link Management, which specializes in selling compact condominiums for investment <3486> [東証Ｐ]Although stock price movements are slow, there is a high probability that they will continue to rise.
Tempo Innovation with high brand power through sublease of small restaurants for restaurants <3484> [東証Ｐ]However, the stock is also attractive because new restaurants can be expected to open mainly in the 23 wards of Tokyo.
Turning our attention to industries that are not directly related to interest rate trends, Rheon Automatic Machine, a major manufacturer of food molding machines <6272> [東証Ｐ]become. Sales of wrapping machines and bread making machines are strong worldwide, and stock prices are expected to be favorable.
February 24, 2023 Diary
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