DXJ - Expense Ratio 0.48% Div Rate (TTM) $3.03 Yield (TTM) 2.80% Assets (AUM) $4.63B
@swaggyskye7 ай бұрын
Takeaways (1) Japan deflation makes cash worthier to hold, lower appetite to trade (proven by 54% hard cash deposit allocation, vs 10% in US) (2) super loose monetary policies such as printing momey, negative interest rate, yield curve control makes CPI back to 2% in recent years (3) As bonds are still negative interest, and that holding cash is losingt to inflation, Japanese are allocating from cash to equities (4) Japn companies are undervalued: P/B low due to large cash reserve (A=L+E). in investors' perspective they should've done share repurchases/ dividends with surplus cash ; discount for cross holding companies (a tradition for japanese firms).
@wargreymon20247 ай бұрын
詳盡!like!
@spyj19197 ай бұрын
點睇有D日股死都唔升,仲要係大公司? 求其搵三隻有日本郵政、旭化成(做晶片)、AVEX
@freehongkong75957 ай бұрын
多謝你💪👍
@汕尾以南沙堤以南7 ай бұрын
感謝分享😊
@hkccp7 ай бұрын
同 nvda correlation 高先會升得多,spotlight is where high momentum and high beta are from
@ivymak667 ай бұрын
Super nice sharing 👍🏻👍🏻
@greato-r8z7 ай бұрын
8:35 key takeaways . thanks ah chu. I always wish have chance to work with smart ppl like u. pls let me know if you start charity business someday ,and i can support all IT related work as volunteers.