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


● 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


● 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


● 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

(16 July 2021) Threat to Cybersecurity? Investment Strategy in US ETFs

● Growth stock returns reverse value stocks in the US market
● Cybersecurity risks pose a social and economic threat
● Use ETFs to make diversified investments in the cybersecurity industry