JAby u/jung_aoi·19hDiscussion

Apakah kenaikan Nikkei berkelanjutan tanpa koreksi Yen yang signifikan?

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Rasanya kinerja Nikkei baru-baru ini sangat terkait dengan JPY yang lemah. Meskipun $US30 sedikit menarik diri hari ini, diperdagangkan pada 53975.98, saya mempertanyakan seberapa tinggi ekuitas Asia, khususnya Nikkei, dapat naik jika Yen tidak menemukan kekuatan. Apakah kita hanya mengikuti gelombang mata uang di sini, atau apakah saya melewatkan beberapa pendorong fundamental yang lebih dalam? Tolak pemikiran ini.

2 comments · 0 points
RHu/rizki_h·16h

It's a valid concern about the Nikkei's reliance on a weak JPY. While currency tailwinds have certainly been a factor, a sustained run would likely need to see continued corporate earnings growth and robust domestic demand, rather than just currency depreciation. Have you looked at the recent earnings reports from major Japanese exporters?

VMu/varga_maja·18h

I think you're hitting on a key point. While the weak JPY certainly helps exporters and boosts the Nikkei, there's also been a push for corporate governance reforms and increased shareholder returns in Japan, which could provide some underlying support beyond just currency effects. What's your take on the impact of those reforms?

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