EWJ iShares MSCI Japan ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:10
01 сен
01 сен
LDP majority meant long Japan assets
Na eleição japonesa, Maurício antecipou que Takaichi mobilizaria eleitores jovens e mulheres e daria maioria absoluta ao LDP; montou posição comprada em bolsa e moeda japonesas, que gerou ganhos até ser atingida pelo ataque de Trump ao Irã.
Сред.
22:32
01 сен
01 сен
Japan's reflation success supports economy
Bessent says Abenomics worked, restructuring Japan's corporate sector and ending disinflation; Japan is now one of the most vibrant economies and can enjoy the benefits of its successful reflation while managing the consequences of success.
Сред.
15:24
01 сен
01 сен
Diversify into Europe, Japan, ex-tech
For diversification he would look to European, Japanese, and ex-tech exposures because the earnings story is broader than index-level tech numbers suggest.
Сред.
14:04
01 сен
01 сен
Japan benefits from Abenomics restructuring
Kudlow says Japan's Abenomics was a restructuring and reflationary program whose deregulatory and private-sector efficiency aspects worked. After more than a decade, Japan can now sit back and enjoy the benefits, implying a favorable Japanese economic and investment backdrop.
Сред.
11:26
01 сен
01 сен
Japanese stocks take JGB outflows
Japanese equities are shrugging off the JGB selloff, attracting flows as a comfortable place versus Japanese government bonds, which suffer from poor fundamentals, lack of fiscal discipline, and no plan to rein in borrowing.
Сред.
06:15
31 авг
31 авг
China competition pressures Korean/Japan AI chips.
Chinese innovation in memory and component optimization, plus U.S. moves to curb offshore access, will weigh on the perception of AI and computational power demand in Korea and Japan; incremental memory dollars may shift away from Korea.
Сред.
03:20
31 авг
31 авг
Japan macro risk worse than Korea.
Japan is the economy to worry about more than Korea: it has weak economic conditions, rising prices, and a weak yen, making it harder to raise rates. The speaker expects potential macro stress to emerge from Japan rather than from Korea's strong export-led economy.
Сред.
23:16
30 авг
30 авг
Japan faces macro stress from stagflation.
Japan is more worrying than Korea: Japan has a weak economy and rising inflation but cannot raise rates, while its currency is weak. This combination could create macroeconomic stress in Japan, whereas Korea's strong growth makes its rate hikes appropriate.
Сред.
16:59
29 авг
29 авг
Author compares Nikkei performance in gold terms to highlight real-currency equity declines.
Author compares Nikkei performance in gold terms to highlight real-currency equity declines, framing it as EM debt-crisis-type price action without a directional trade call.
12:00
29 авг
29 авг
Bond markets constrain UK, France, Italy, Japan
Bond markets have replaced political tolerance as the anchor and constraint for the United Kingdom, France, Italy and Japan, putting their sovereign debt under pressure.
Сред.
16:38
28 авг
28 авг
Yen rally could pressure Japanese equities.
A BOJ-driven sharp yen rally and further carry-trade unwinding could pressure Japanese equities as yen strength squeezes carry-funded positions and tightens financial conditions.
Сред.
15:02
28 авг
28 авг
Japan equities improving on shareholder returns.
Within ex-US markets, he specifically highlights Japan because he is noticing more interest in enhancing shareholder value, including share buybacks, which supports the Japanese equity opportunity set.
Сред.
05:56
28 авг
28 авг
Japan/Taiwan lead Asia; Korea lags.
Asian stocks are rising for a fourth day, led by Japan and Taiwan as lower oil prices and Nvidia's post-earnings jump help those markets. Korea is being dragged down by a rotation away from memory-chip stocks after the Nvidia rebound.
Сред.
20:32
26 авг
26 авг
Japan medium-term thesis still valid.
His medium/long-term Japan thesis remains valid; the strategy target is around 36% and even after trimming gains to 7% the stop has not been hit, so he still defends it.
Сред.
22:01
24 авг
24 авг
Non-US equities beat S&P unhedged.
She holds non-U.S. equities unhedged and favors the Pacific region, including Japan and Korea, because they have beaten the S&P this year and offer diversification away from U.S. dollar and debasement risk.
Сред.
00:26
24 авг
24 авг
Nikkei 225 gauges bond-yield stress.
Global bond-yield stress is hitting Japanese equities hard. Park suggests using Nikkei 225 as the cleanest gauge: if Nikkei 225 rebounds above 67,500, it would signal that the bond-yield-driven stress is being resolved; otherwise, the pressure remains.
Сред.
13:00
22 авг
22 авг
Weak yen benefits Japanese economy
Whalen says a weaker yen is probably good for the Japanese economy because Japan will be able to invest again in industries it was forced out of when its currency was strong.
Сред.
11:50
21 авг
21 авг
Japan gets boost from buybacks, banks
HSBC is overweight Japanese equities because of the bank story, renewed shareholder focus with buybacks and dividends, domestic fiscal spending, defense names, and idiosyncratic independent drivers; both the Nikkei and AI/tech exposure look sound.
Выс.
05:14
20 авг
20 авг
Stronger currencies and lagging performance favor underdogs.
Stronger Asian currencies will help the region's markets, and investors may rotate into lagging underdog markets like Japan, Hong Kong, and China as they look for better value beyond Korea and Taiwan.
Сред.
04:43
19 авг
19 авг
Diversify away from AI into other assets.
AI concentration risk is everywhere and growth rates will eventually decelerate, leading to a correction or fatigue. Investors should actively build diversification away from the AI factor by allocating to Treasuries, gold, real estate, European equities, emerging markets, and Japanese equities.
Выс.
21:07
17 авг
17 авг
Japanese banks and manufacturing brands hit highs.
Japanese banks and strong manufacturing brands are hitting historical highs, showing strong market resilience supported by the weak yen.
Сред.
12:32
17 авг
17 авг
Japan's Q2 GDP miss and rising 10-year JGB yields highlight currency and policy pressure.
Japan's Q2 GDP miss and rising 10-year JGB yields highlight currency and policy pressure, but the tweet is a factual macro report without a trade call.
07:02
17 авг
17 авг
Japan AI buildout offers niche upside.
Investors remain bullish on Japan's exposure to the AI buildout. The tech-heavy Nikkei lost about 8% in July but is still up about 30% on the year, and rather than abandoning AI, investors are rotating from overvalued names and diversifying into niche areas of AI infrastructure such as cable makers, robotics, memory and physical AI that have not had the same rally.
Сред.
06:06
17 авг
17 авг
Overweight Japanese banks amid BOJ policy normalization.
Japanese equities remain an overweight conviction call, specifically banks and financial sectors, which will become more attractive due to ongoing corporate reforms and the BOJ's monetary policy normalization.
Выс.
05:08
17 авг
17 авг
Overweight Japan equities in cyclical sectors.
He is overweight Japan because the broad market is well set for earnings, the global cyclical boom supports cyclicals with high operating leverage, and even if the BOJ raises rates slightly he does not expect major appreciation. Financials, industrials and materials are nicely positioned for the rest of the year and the AI theme.
Выс.
23:00
14 авг
14 авг
Own Japan equities, hedge the yen
The weak yen has been a boon for Japan's equity market, and Rieder says his playbook is to own Japanese equities, avoid Japanese debt, and hedge currency exposure to capture equity appreciation; he expects the trade to continue.
Выс.
16:00
14 авг
14 авг
Favor Japan and European manufacturing economies.
US equities are a crowded ~70% of global market cap, so excess returns require non-US exposure. Since America cannot reshore without help from Japan, Germany, and other manufacturing economies, he suggests moving US equity weight toward 50%, adding Japan around 15%, and sprinkling Germany, Poland, Hungary, and emerging markets, expecting at least inline returns with lower volatility.
Сред.
07:00
14 авг
14 авг
Japan equities rally on revived inflation.
Japan's economy is showing signs of life with inflation near the central bank's 2% target, strongest wage gains in decades, growing profits and a stock market near historic highs helped by the AI boom; the Nikkei has surged over 20% this year and animal spirits are returning.
Сред.
05:43
14 авг
14 авг
Weak yen lifts Japanese stock earnings.
A weak yen is good for the Japanese stock market because it improves corporate earnings, even as it erodes household purchasing power. The Nikkei's strength and returning inflation are supporting Japanese equities, especially amid the AI boom and renewed investor interest.
Сред.
21:17
13 авг
13 авг
The article notes 'even a modest pop in the yen can drive a 10% equity drawdown, and the 2024 unwind took the Nikkei down 27% peak to trough,' implying Japanese equities are a key casualty of any yen
The article notes 'even a modest pop in the yen can drive a 10% equity drawdown, and the 2024 unwind took the Nikkei down 27% peak to trough,' implying Japanese equities are a key casualty of any yen carry unwind.
Risk: A weaker yen or intervention could reverse the setup; EWJ returns also include currency translation effects.
Об аналитическом покрытии EWJ
Buzzberg отслеживает EWJ (iShares MSCI Japan ETF) в 49 источниках. Бычьих сигналов: 127, медвежьих: 12, от 167 аналитиков. Сентимент преимущественно бычий (49%). Всего отслеживаются 234 торговые идеи. За последние 7 дней: бычьих: 7, наблюдение: 6. Последние спикеры: Maurício Moura, Scott Bessent, Jordan Jackson.