Highly Differentiated Ideas and Insights, Made in Japan

Made in Japan

The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.

Highly Differentiated Ideas and Insights

Equity Bottom-Up

<ul><li>With a recent interest hike by the BOJ of a “colossal” 0.25%, the global stock market went into meltdown.</li><li>The Nikkei and TOPIX have seen a record streak of declines presumably due to unwinding of carry trades and retail investors getting margin calls. (We had a record amount of shares bought on margin).</li><li>As the expectations for further rate hikes increased, naturally companies that were debt-heavy were also sold down quite a bit.</li></ul>

With a recent interest hike by the BOJ of a “colossal” 0.25%, the global stock market went into meltdown.The Nikkei and TOPIX have seen a record streak of declines presumably due to unwinding of carry trades and retail investors getting margin calls. (We had a record amount of shares bought on margin).As the expectations for further rate hikes increased, naturally companies that were debt-heavy were also sold down quite a bit.

GENDA

Kawaii 'take-over' the world