Foreign Market Insights By Rakuten Securities

Will value stocks continue to dominate? Based on the ranking of Japan and US stocks selection

(11/02/2022)

● “Value rotation” becomes clearer in the Japan and US stock markets
● “Large cap stocks of the winners in the New Year market” within the US market and TSE
● “Expiry date” of value stock market and real long-term interest rate

Is the US stock crisis an opportunity? Re-examine the significance of long-term instalment fund investment

(04/02/2022)

● Is the “oversold” sign an opportunity from a technical perspective?
● Investing is not speculation: Recognizing the significance of long-term investment
● Examine the “instalment fund investment that increases while saving” for US stocks

Is it what goes up must come down? Direction of US stocks and commodity investment strategy

(28/01/2022)

● As expected, FOMC announced a hawkish shift in monetary policy
● Is it unexpected? Returns of US stocks were strong even in the rate hike phase
● Asset management strategy to capture inflation trends

Do you like pho? Attractiveness of Vietnam stocks and practice of diversified investment

(21/01/2022)

● Vietnam stocks have an advantage over Japanese and foreign stocks
● The attractiveness to invest in Vietnam is its high growth expectation over the long term
●  Specific method to diversify investment in Vietnam stocks (From Japan)

(14 January 2022) Are US stocks entering into a correction? Let’s check with macro outlook and yield spreads

(14/01/2022)

● Can US stocks digest the hawkish shock of the FRB?
● The world and US economies expand at cruising speed
● Valuation of US stocks checked by profit yield spread