Despite the widespread downturn in global markets, A-shares' resilience against declines indicates that previous adjustments have been quite sufficient,
More importantly, it (the stock slump) may reflect fundamental concerns, specifically the unclear economic outlook in the US, with the recent data releases, including labor market indicators, also below expectations,
Capital tends to seek new valuation opportunities, and A-shares and Hong Kong stocks are undoubtedly among these attractive valuation areas,
As to how much it may draw in terms of foreign investment, it will also depend on domestic economic conditions and policy developments,
A stronger yen might not be good for the Nikkei 225 stocks and the foreigners owning it,
All the benefits, all the tailwinds from forex that have been propping up Nikkei 225 stocks and exporters, multinationals, it's all gone,
If the U.S. economy slows down, cars won't sell,
A lot of global investors have been looking for Japanese companies to announce upward revisions" due to the currency
The fed funds rate right now should be somewhere between 3.5% and 4%,
Don't think that the Fed knows something. ... Since when has the Fed known anything about the economy?"
We're aware there are various evaluations regarding the stocks plunge this time around, and about the status of the Japanese economy, but the government will continue its efforts to completely break free of deflation and to transition to a growth-driven economy,
I'm actually prepared to dip my toe into the water and start buying Japan,
The exciting thing is that domestic business investment expenditure continues to grow, the unemployment rate in Japan will continue to fall unlike in the United States. … Japan is recession proof and sooner or later that's going to start to be reflected positively in capital markets here in Tokyo,
It's hard to say what is behind the decline in stocks,
I think the U.S. economic slowdown worries were too much, but the market did turn nervous after the Bank of Japan's rate hike as they thought the domestic economy is not strong enough to justify the rate hike,
In short, not only the currency but the entire 'value' trade in Japan which had hijacked our market for two years is being unwound,
The rapid move in the yen is putting downward pressure on Japanese equities, but it's also driving an unwind of a major carry trade - investors had leveraged up by borrowing in yen to buy other assets, chiefly U.S. tech stocks,
I don’t think it’s a civilization-altering crash,
I think it’s a little bit unfair to blame the (U.S.) Fed for being late or behind the curve, because until recently a lot of people were thinking that the U.S. economy was still in reasonably good shape. And no one was really ringing the recession alarm bells,
Investor sentiment was down as the U.S. employment data for July came in lower than expected, raising fears that the U.S. economy is slowing more than expected,