英語(Japan stock rally to record high)

Japanese Stocks Rally To Record Highs: Should You Invest In Japan? | Money Mind | Investment - YouTube

 

Japan stock valuation is attractive

Corporate reform is also attractive

There is no sign of too crowd so it is not late to join the marekt 

Japan overall growth is shrinking in spite of stock price

 

Japan is exiting from the deflation era. There is regime change which is positive for Japan

50% of revenue is from outside of Japan so there is the risk of the exporting country's economy trend (mainly US, China).

When tignting the monetary policy by BOJ, they might sell ETF which market will react to.

Curently JPY is very cheap and week yen improved the company earning

Industrial sector is largest, 20% of total. Financial sector and semiconductor sector have potentinal to futher growth