#Nikkei 225 Fall

[rightnewshindi]

शेयर बाजार में ब्लैक मंडे का खतरा: ट्रंप के टैरिफ से गिफ्ट निफ्टी 1,000 अंक लुढ़का, वैश्विक बाजारों में हाहाकार!

Share Market News: 7 अप्रैल 2025 को सुबह का सूरज उगने के साथ ही शेयर बाजार में काले बादल छा गए हैं। ट्रंप के टैरिफ ऐलानों ने दुनियाभर के बाजारों को हिलाकर रख दिया है, और भारत भी इससे अछूता नहीं है। आज सुबह 7:18 बजे तक गिफ्ट निफ्टी में 1,000 अंकों की भारी गिरावट दर्ज की गई, जो निफ्टी के लिए 21,964 के आसपास शुरुआत का संकेत दे रही है। यह स्तर 4 मार्च का निचला स्तर है। विशेषज्ञों ने चेतावनी दी है कि…

[mariacallous]

WEST PALM BEACH, Fla. (AP) — President Donald Trump said Sunday that he won’t back down on his sweeping tariffs on imports from most of the world unless countries even out their trade with the U.S., digging in on his plans to implement the taxes that have sent financial markets reeling, raised fears of a recession and upended the global trading system.

Speaking to reporters aboard Air Force One, Trump said he didn’t want global markets to fall, but also that he wasn’t concerned about the massive sell-off either, adding, “sometimes you have to take medicine to fix something.”

His comments came as global financial markets appeared on track to continue sharp declines once trading resumes Monday, and after Trump’s aides sought to soothe market concerns by saying more than 50 nations had reached out about launching negotiations to lift the tariffs.

“I spoke to a lot of leaders, European, Asian, from all over the world,” Trump said. “They’re dying to make a deal. And I said, we’re not going to have deficits with your country. We’re not going to do that, because to me a deficit is a loss. We’re going to have surpluses or at worst, going to be breaking even.”

The higher rates are set to be collected beginning Wednesday, ushering in a new era of economic uncertainty with no clear end in sight. Treasury Secretary Scott Bessent said unfair trade practices are not “the kind of thing you can negotiate away in days or weeks.” The United States, he said, must see “what the countries offer and whether it’s believable.”

Trump, who spent the weekend in Florida playing golf, posted online that “WE WILL WIN. HANG TOUGH, it won’t be easy.” His Cabinet members and economic advisers were out in force Sunday defending the tariffs and downplaying the consequences for the global economy.

“There doesn’t have to be a recession. Who knows how the market is going to react in a day, in a week?” Bessent said. “What we are looking at is building the long-term economic fundamentals for prosperity.”

U.S. stock futures dropped on Sunday night as the tariffs continued to roil the markets. S&P 500 futures were down 2.5% while that for the Dow Jones Industrial Average shed 2.1%. Nasdaq futures were down 3.1%. Even the price of bitcoin, which held relatively stable last week, fell nearly 6% Sunday.

Asian shares, meanwhile, nosedived. Tokyo’s Nikkei 225 index lost nearly 8% shortly after the market opened. By midday, it was down 6%. A circuit breaker briefly suspended trading of Topix futures after an earlier sharp fall in U.S. futures. Chinese markets also tumbled, with Hong Kong’s Hang Seng dropping 9.4%, while the Shanghai Composite index lost 6.2%.

[apano-investments]

apano-Stimmungsindex

Bislang gab der APX nach dem Kurseinbruch vom Monatsbeginn noch keine Kaufsignale. Das liegt an dem drastischen Ausmaß, so dass es ein weiter Weg für die großen Aktienindizes wie S&P 500, Nikkei 225 und STXE 600 ist, wieder zumindest den ersten der vier für uns relevanten Tagesdurchschnitte zu überwinden. Hier wirkt aber die Zeit konstruktiv: der gleitende 20-Tage Durchschnitt wird bereits bei einer Seitwärtsbewegung der Märkte in Kürze wieder übersprungen werden. In solch "depressiven" Kursphasen greifen wir verstärkt auf die zweite Komponente des apano-Börsenstimmungsindex zurück: die tägliche Interpretation der Marktverfassung. Es scheint sich das anzubahnen, was wir bereits während des 2020er Covid-Crashs festgestellt und umgesetzt haben. Damals hat die geballte „Bazooka“ der Notenbanken und Regierungen die Stimmungslage gedreht, lange bevor die Indizes uns Kaufsignale gaben. Wir hatten damals aufgrund der neuen Nachrichtanlage massiv gekauft und die noch pessimistische Verfassung des APX komplett ignoriert. In solchen Phasen ist der denkende Mensch jedem systematischen Programm überlegen. Wir wissen natürlich nicht, wie sich das Thema der Zölle weiter entwickelt, bewerten aber die Entscheidungen der US-Administration in den letzten Tage als Einknicken vor der Macht der Börsen und denken, dass die Lektion nachhaltig ist. Insofern ist dies ebenfalls ein Bazooka-Effekt. Natürlich bleiben Unsicherheiten für Unternehmer und Verbraucher und auch die Basiszölle. Zudem sind die Erwartungen an die Berichtsaison nicht sonderlich hoch und zeigen wie heute früh im Falle von LVMH, dass sie wohl teilweise sogar noch unterboten werden. Auch die US-Zinsen müssen noch ein gutes Stück wieder herunter kommen. Aber trotzdem: die Aktienindizes waren so tief gefallen, dass wir Erholungspotenzial sehen. Zumindest bis zum Niveau der Tops vom Oktober könnte in rein charttechnischer Betrachtung die Gegenbewegung beim S&P 500/ STXE 600 laufen, das wären jetzt immer noch ca. 5%. Wir haben in den letzten Tagen daher erneut zugekauft, der apano Global Systematik nähert sich inzwischen der 60%-Aktienquote. Ein wesentlicher Träger dieser Entscheidung waren die zuletzt wieder deutlich sinkenden Renditen für 10y US-Staatsanleihen. Eine solche Entwicklung bei der „Mutter der Börsen“ ist grundsätzlich positiv zu interpretieren – außer, wenn eine lebhafte Nachfrage nach diesen Papieren aus Ängsten resultiert, was aber momentan nicht der Fall ist. Die jüngste Story- eine Aufweichung der 25% Autozölle – stimuliert seit gestern Abend die Börsen weiter und unterstricht unsere Annahme, dass die Zollkeule wenn auch nicht komplett weggepackt, so doch in einen deutlich weniger schmerzhaften kleineren Knüppel eingetauscht wird. Konkret mit UK sieht die USA aktuell eine hervorragende Chance für einen „guten Handelsdeal“, wie JD Vance heute früh betonte. US-Finanzminister Scott Bessent wiederum sagte gestern in einem Bloomberg Interview, dass er nicht glaube, dass die globalen Investoren sich vom US-Anleihemarkt zurückziehen würden. Das beweise auch die ausländische Nachfrage bei den jüngsten Auktionen der 10- und 30-jährigen Staatstitel. Die Schwäche der letzten Woche sei vielmehr eine Folge von Deleveraging (genereller Positionsabbau der Investoren zu Gunsten von Cash) gewesen. Abgesehen davon stände dem Schatzministerium ein riesiger „Werkzeugkasten“ für den Fall der Fälle zur Verfügung, z.B. für Rückkäufe von älteren Staatsanleihen. Die Entspannung beim USD, Europas Anleihen und der Vola bringen dem APX heute +15 Punkte. Der heute erreichte Punktestand entspricht in der rein systematischen Empfehlung nun einer 40% netto-long Aktiengewichtung. Wir fühlen uns von der Entwicklung bestätigt und stocken daher heute ein Stück weiter auf in Richtung 65%. Bereits seit 2012 misst und veröffentlicht das Investment-Team von apano Investments die globale Börsenstimmung. Dieser apano-Börsen-Stimmungsindex APX dient dabei unter anderem als Steuerungsinstrument für den erfolgreichen, ETF-basierten Aktienfonds mit Wertsicherungskonzept… http://dlvr.it/TKBK93

[intensifyre]

Global markets today: Asian stocks trade lower as Nikkei, Hang Seng fall on tariff worries; China GDP eyed

Global markets today: Japan’s Nikkei 225 fell 0.3%, while the Topix eased 0.05%. South Korea’s Kospi declined 0.2% and the Kosdaq lost 0.18%. Hong Kong’s Hang Seng index futures indicated a slightly weaker opening.

Asian markets traded lower on Wednesday, following overnight losses on Wall Street, as tariff worries weighed on investor sentiment.

Japan’s Nikkei 225 fell 0.3%, while the Topix eased 0.05%. South Korea’s Kospi declined 0.2% and the Kosdaq lost 0.18%. Hong Kong’s Hang Seng index futures indicated a slightly weaker opening.

Investors await China’s first-quarter GDP data later in the day. Economists polled by Reuters expect a 5.1% year-on-year (YoY) expansion in China’s economic growth, compared to 5.4% growth in the previous quarter.China will also report its industrial production, retail sales and unemployment data.

Wall Street Today

US stock market ended lower on Tuesday on tariff uncertainties, while upbeat results from banks provided some support.

The Dow Jones Industrial Average dropped 155.83 points, or 0.38%, to 40,368.96, while the S&P 500 fell 9.34 points, or 0.17%, to 5,396.63. The Nasdaq Composite closed 8.32 points, or 0.05%, lower at 16,823.17.

Advancing issues outnumbered decliners by a 1.29-to-1 ratio on the NYSE. There were 49 new highs and 67 new lows on the NYSE. On the Nasdaq, 2,399 stocks rose and 2,003 fell as advancing issues outnumbered decliners by a 1.2-to-1 ratio, Reuters reported.

Advancing issues outnumbered decliners by a 1.29-to-1 ratio on the NYSE. There were 49 new highs and 67 new lows on the NYSE. On the Nasdaq, 2,399 stocks rose and 2,003 fell as advancing issues outnumbered decliners by a 1.2-to-1 ratio, Reuters reported.

Indian Stock Market

The Indian stock market is also expected to open lower on Wednesday, tracking weakness in global markets. The trends on Gift Nifty also suggest a negative opening for domestic benchmark indices, Sensex and Nifty 50.

Gift Nifty was trading around 23,286 level, a discount of nearly 54 points from the Nifty futures’ previous close, indicating a weak start for the Indian stock market indices.

Intensify Research Services is a professional stock consultive firm in Indore in share market latest news. We provide expert investment advice and guidance to individuals and High Net-Worth Individuals (HNIs), valuable trading tips and strategies for maximum profit.  Visit us at Intensify Research Services to learn more.

[kansainepalnews]

Asian markets go down again; Nikkei falls 5% due to Trump's tariffs.

#StockMarket #GlobalEconomy Global markets experienced a downturn on Wednesday, as Asian and European shares saw a decline in value. The Nikkei 225 in Japan particularly took a hit, dropping over 5% amidst growing concerns over the impact of the latest round of U.S. tariffs. These tariffs, which include a substantial 104% levy on certain products, have escalated trade tensions between major…

[nkorealive]

Asian shares of Slide, the American future retreats as tariff unrest

Foreign financial markets on Monday immersed in early trading, while US future shares came under the renewed pressure of sales after The leading indices were falling apart Last week in the middle of a fear of investors due to economic outburst of The latest Tariff Trump administration Salvo. The Nikkei 225 Japanese index fell almost 8% shortly after the market opened in Tokyo, and the Australian…

[manversus]

Washington:

Stocks slumped, bonds surged, and gold hit a new high as markets braced for the impact of US President Donald Trump's sweeping reciprocal tariffs on Thursday. Trump announced a baseline 10 per cent tariff on all imports with far higher levies on some trading partners, particularly in Asia.

US stock futures were under pressure late on Wednesday following Trump's announcement. Australian blue-chip stocks opened in the red on Thursday, as one of the first global markets reacted to the development. Asia's markets were also set to slide as the bigger-than-expected wall of taxes was imposed around the world's largest economy, upending trade and supply chains.

Stocks Take A Dive

Nasdaq futures slipped 4 per cent, with tech on the front line after China, a significant manufacturing hub, was hit with a 34 per cent levy on top of a previous 20 per cent tariff. Apple shares were down nearly 7 per cent in after-hours trade.

S&P 500 futures tumbled 3.3 per cent and Nikkei futures dropped more than 4 per cent. The US dollar was, meanwhile, higher in rollercoaster currency trade, except against the safe-haven yen, which surged to 148.15 per dollar.

Australian blue-chip stocks dipped nearly two percent. A benchmark index of the country's largest 200 listed companies dropped 1.96 percent 20 minutes after opening, as traders came to grips with 10 percent US tariffs on Australian exports.

The energy and financial services sectors were among the hardest hit on the ASX200 index, shedding more than two percent.

In a press conference announcing the global tariffs, Trump singled out Australia's beef industry. 

Tokyo's key Nikkei index fell more than three percent at the open on Thursday after Trump imposed 24 per cent tariffs on Japan. The benchmark Nikkei 225 index was down 3.42 percent, or 1,222.77 points, at 34,503.10 in early trade, while the broader Topix index was down 3.32 percent, or 87.93 points, at 2,562.36.

Van Eck's Vietnam ETF also fell more than 8 per cent in after-hours trade.

Gold Hits New Record

Oil prices dropped $2 on Thursday after US President Donald Trump announced reciprocal tariffs on trading partners, stoking concerns that a global trade war may dampen demand for crude.

Brent futures fell $1.97, or 2.63%, to $72.98 a barrel by 0033 GMT. U.S. West Texas Intermediate crude futures were down $1.98, or 2.76%, to $69.73.

Oil Prices Fall

Oil prices fell to negative territory after rising by a dollar in post-settlement trade on Wednesday as Trump announced reciprocal tariffs on trading partners, stoking concerns that a global trade war may dampen demand for crude. Brent futures settled 46 cents higher, or 0.6 per cent, at $74.95 a barrel, while U.S. West Texas Intermediate crude futures gained 51 cents, or 0.7 per cent, to settle at $71.71. 

Currencies Struggle

The Indian rupee declined in the non-deliverable forward market on Thursday after Trump slapped a 26% tariff on imports from the Asian nation. 

The 1-month dollar/rupee non-deliverable forward was quoting at 85.86-85.90, implying that the Indian currency is likely to open 10-15 paisa weaker when the onshore spot market opens at 9:00 a.m. IST.

The offshore Chinese yuan dropped to a one-month low of 7.3482 versus the U.S. dollar, before recovering marginally to a current rate of 7.32. The U.S. equity futures experienced a sizeable drop, and Japan led the broader Asian equity market lower. The dollar also slid broadly on Thursday, while the euro was steady.

[ivankahasbeentreatedsounfairly]

The NY Times

By Joe Rennison and Danielle Kaye

Published March 30, 2025

Updated March 31, 2025, 9:45 a.m. ET

Stocks around the world tumbled Monday as investors braced for a week of market tumult caused by the expected announcement of yet more tariffs by President Trump on America’s biggest trading partners.

The S&P 500 fell more than 1 percent at the start of trading, extending recent losses. The index is on track for its worst month since September 2022, on concerns that Mr. Trump’s tariffs could recharge inflation and dampen consumer sentiment.

Since taking office a little over two months ago, Mr. Trump has kept investors and companies guessing with a haphazard rollout of what he calls an “America First” trade policy. He has threatened, imposed and in some cases then paused the start of new tariffs on goods coming into the United States.

Whiplash over trade policy has fueled market volatility in the first quarter of the year. Mr. Trump’s next round of tariffs, set to be unveiled on Wednesday, is looming large, risking more swings until investors have the clarity they are seeking, analysts said.

“That’s what the market is hoping for after April 2: Give us what you’re going to give us, tell us what’s going to happen and we will then try to figure it out,” said Steve Sosnick, the chief strategist at Interactive Brokers. “But until then, it’s very difficult to invest.”

The technology-heavy Nasdaq Composite index dropped roughly 2.3 percent in early morning trading.

On Monday, stocks in Japan and Taiwan fell more than 4 percent, while share prices in South Korea were down 3 percent. The Nikkei 225 index in Japan fell into a correction, down 12 percent from its high in late December. Technology companies were hit hard: Chipmakers Taiwan Semiconductor Manufacturing Company, SK Hynix, Samsung and Tokyo Electron recorded declines.

Losses in China were more muted. Hong Kong stocks dropped more than 1 percent and those in mainland China were about 0.5 percent lower. Mainland stocks got some support from a report signaling that China’s export-led industrial sector continues to expand despite Mr. Trump’s initial tariffs.

Markets in Europe slumped, with the Stoxx 600 index falling 1.5 percent. German automakers, which are particularly exposed to U.S. tariffs, extended recent losses: Volkswagen, Europe’s largest carmaker, fell 3 percent in Frankfurt.

Analysts at Goldman Sachs cut their forecast for the S&P 500, citing “higher tariffs, weaker economic growth, and greater inflation than we previously assumed” in a note on Sunday. They expect the index to fall a further 5 percent in the next three months. The downturn could be deeper if the U.S. economy slipped into recession, which the analysts give a roughly one-in-three probability.

Investor anxiety has been reflected in other markets. The price of gold hit another record high, trading at around $3,150 per ounce on Monday. Gold is often sought by investors during times of turmoil. Traders also parked money in relatively safe U.S. government bonds, pushing the yield on the 10-year Treasury note below 4.2 percent.

Mr. Trump has imposed tariffs to make imports more expensive in industries like automobiles, arguing that the trade barriers will spur investment and innovation in the United States. He has also used tariffs, and their threat, to try to extract geopolitical concessions from countries. He has further unnerved investors by saying he does not care about the fallout of his actions on markets or American consumers, who will have to pay more for many goods if import prices rise.

Over the weekend, Mr. Trump ramped up the pressure, threatening so-called secondary sanctions on Russia if it does not engage in talks to bring about a cessation of fighting in Ukraine. The tactic echoes similar sanctions concerning Venezuela. He said last week that any country buying Venezuelan oil could face another 25 percent tariff on its imports to the United States.

The threats over the weekend come on top of tariffs of 25 percent on imported cars and some car parts set to be put in place this week, barring any last-minute reprieve. That’s in addition to previously delayed tariffs on Mexico and Canada, as well as the potential for further retaliatory tariffs on other countries.

Adding to investors’ angst is the scheduled release on Friday of the monthly report on the health of the U.S. jobs market. It could provide another reading of how the Trump administration’s policy pursuits are weighing on the economy.

“I hear it from nearly every client, nearly every leader — nearly every person — I talk to: They’re more anxious about the economy than any time in recent memory,” Laurence D. Fink, the chief executive of the asset management giant BlackRock, wrote on Monday in his annual letter to investors. “I understand why. But we have lived through moments like this before. And somehow, in the long run, we figure things out.”

[leeyunceo]

バブル景気

The asset bubble in Japan during the late 1980s is regarded as one of the most prominent examples of boom-and-bust cycles in modern economic history. Its origins trace back to the 1985 Plaza Accord, which led to a sharp appreciation of the yen, severely damaging Japan’s export-driven economy. In response, the Bank of Japan (BOJ) implemented an ultra-low interest rate policy to stimulate domestic demand. This influx of liquidity, coupled with deregulation and excessive market optimism, fueled a rapid surge in asset prices, particularly in the real estate and stock markets. By 1989, the Nikkei 225 index hit an all-time high of approximately 39,000 points, and land prices in Tokyo exceeded the total value of California. This overheated market fostered a widespread belief in the so-called ���invincibility of real estate.” However, the Japanese authorities’ policy response became a critical misstep that accelerated the bubble’s collapse. The BOJ hesitated to raise interest rates, fearing further export declines and economic slowdown, but abruptly hiked rates in 1989, triggering the bursting of the bubble. Stock and real estate prices plummeted, with the Nikkei index dropping below 15,000 points by 1992 and real estate prices falling by nearly 80% from their peak. Even after the collapse, both the Japanese government and the BOJ refrained from taking bold actions such as aggressive monetary easing or a full-scale restructuring of the financial system. Instead, they prioritized fiscal discipline and market self-correction, taking a passive approach. As a result, non-performing loans remained unresolved, and banks continued to support unviable firms, leading to the proliferation of so-called “zombie companies.” The Japanese economy subsequently fell into a prolonged period of deflation and stagnation, commonly referred to as the “Lost Decade,” though it actually lasted well over ten years. In contrast, other countries facing crises later took a more proactive approach, learning from Japan’s failure. During the 1997 Asian Financial Crisis, South Korea, under IMF guidance, swiftly implemented bold corporate and financial sector restructuring, successfully recovering in the early 2000s. Similarly, during the 2008 Global Financial Crisis, the United States responded with early interest rate cuts, quantitative easing (QE), and liquidity injections, while stabilizing the financial system through programs such as the Troubled Asset Relief Program (TARP). These cases clearly demonstrate the key lessons from Japan’s experience: the importance of timely intervention during crises, the need for rapid resolution of financial sector weaknesses, and the risks associated with excessive policy conservatism and over-reliance on market self-adjustment, which can lead to prolonged economic stagnation.

[rightnewshindi]

ट्रंप टैरिफ का तूफान: वॉल स्ट्रीट से एशिया तक शेयर बाजार धड़ाम, 90 दिन की राहत के बाद भी मची हलचल

Share Market News: एक दिन पहले आसमान छूने वाला अमेरिकी शेयर बाजार गुरुवार, 10 अप्रैल 2025 को फिर से धराशायी हो गया। डोनाल्ड ट्रंप के 90 दिनों की टैरिफ रोक के ऐलान ने बुधवार को बाजार में जोश भरा था, लेकिन यह खुशी ज्यादा देर नहीं टिकी। एशियाई बाजारों से लेकर वॉल स्ट्रीट तक, हर जगह गिरावट का सिलसिला शुरू हो गया। ट्रेड वॉर की आशंका और मुद्रास्फीति की चिंता ने निवेशकों के होश उड़ा दिए हैं। वॉल…

[mariacallous]

Buoyed by a wave of buying from overseas, including the stamp of approval from legendary investor Warren Buffett, Japan’s economic outlook is brightening, deflationary concerns are dissipating, and the stock market is on a climb that could take it above its all-time record highs. It only took 33 years.

On Dec. 30, 1989, Japan’s premier market index, the Nikkei 225, closed at 38,915.87, capping a year that saw a 29 percent rise and an amazing 15-year climb that helped to put Japan at the center of the global economic map. But in 1990, it fell 39 percent, marking what is now known as the end of the so-called bubble economy. The sharp fall that year was far from the end. Despite numerous attempted rallies over the years, the market was on a long and seemingly inexorable fall, hitting just 7,054.98 points in March 2009. Over 20 years, the market had fallen 82 percent.

The latest rally shows how far the market has come back, with valuations now up more than 370 percent from the 2009 nadir. And it may have a long way to go yet. While Tokyo, as of mid-June, remains 13 percent below its 1990 high-water mark, in the same time period the FTSE 100 in London has risen 213 percent, and the Dow Jones Industrial Average has soared 1,146 percent. No wonder investors are now seeing opportunity in Japan, since just catching up to the rest of the world would represent potentially large gains.

One of the main drivers in the market’s climb is a surge in inflation that started with the shortages and higher commodity prices of the COVID-19 pandemic. While the higher external costs have been a headache for all major economies, in Japan they quickly produced what a decade of monetary easing had failed to achieve: demand-driven inflation where wages and prices both rise. After nearly three decades of deflationary price pressures, Japan’s inflation rate has quickly climbed from near-zero levels to 4 percent. While that is still subdued by global standards, it is still the highest since September 1981. “A cycle between inflation and wages is finally emerging in Japan. I think this is a structural change in the economy,” said Kentaro Koyama, Japan chief economist for Deutsche Bank.

This is exactly what former Bank of Japan Gov. Haruhiko Kuroda vowed to create when he took office in 2013. He quickly undertook a bond and equity buying spree that left the central bank holding 50 percent of all the Japanese government bonds in circulation and becoming a major holder of stocks. The target he set was a consistent 2 percent inflation rate that would be seen in both prices and wages. After 10 years in office, making him the longest-serving Bank of Japan governor in history, but with little sign of numbers moving, his goal finally came into sight just as he stepped down earlier this year.

Even Japan’s stingy employers, which have offered near-guaranteed job security but little extra cash over the years, are now pushing up wages at their highest level in 30 years. Japan’s Trade Union Confederation this spring won a 3.8 percent increase for its nearly 7 million members. Medium- and small-sized businesses are now seeing that they need to keep up to avoid losing people.

Another attraction is the health of Japan’s corporate sector. While the global dominance of companies such as Sony, Panasonic, Japan Steel Works, and Toshiba is long gone, major corporations have remained highly profitable, finding specialist areas that offer strong profit margins. Instead of producing the electronic goods or even the computer chips that drive them, Japanese companies have done well in a globalized economy with specialist products, ranging from the chemicals needed to make the chips to the industry-leading motion sensors needed for a robotic work floor.

But experienced Japan watchers might feel a twinge of disquiet. Ever since the mid-1990s, when it became clear there were serious structural issues in the economy, there have been a series of “Japan is back” declarations, with the fizzling of initial rosy forecasts giving way to declarations that “this time is different.” Stock market rallies in 1996, 2000, and 2007 all gave way to renewed bear markets. Promises that corporate Japan had now changed and was serious about rewarding shareholders instead of hoarding cash also seemed to be more talk than action. Retained earnings have risen steadily, reaching 242 trillion yen ($2.2 trillion) in 2020.

But even some veterans who have seen it all before are much more optimistic today. “Japan is back,” said Tokyo strategist Nicholas Smith of the Asian financial services firm CLSA. In a report to clients in May, he said that strong earnings and attractive valuations have now been kickstarted by a new drive coming from regulators and the Tokyo Stock Exchange to push up share prices through stock buybacks. This cooperation is coming together in a way he has not seen in 35 years of watching the Japan market. “Japan’s market is still very much more than just cheap. It has growth when others haven’t, due to belated reopening; it’s awash with cash, driving some eyepopping buybacks,” he said in the report.

Helping this along, Smith said, is the involvement of once-shunned activist investors. His data shows that Japan is now the No. 2 market for activists in the world, after the United States. When the firms, including major international names, first saw opportunities in Japan in the early 2000s, they were often derided as hagetaka, the Japanese word for vultures. But after some high-profile agreements with corporate titans such as Toshiba and Olympus, the mood has changed. Well-known names such as the Carlyle Group and Bain Capital are active in Japan, along with some home-grown Japanese firms that often work from offshore.

The other big recovery has been in real estate values, which had plunged at the same rate as stocks in the 1990 collapse. Foreign investment is pouring into the sector as investors look at prices little-changed over the past 30 years, made even cheaper by a weaker Japanese yen, which has fallen 20 percent over the past two years. According to the Numbeo international cost-tracking website, apartment purchase prices in Tokyo are around half the price of the equivalent space in New York.

As depressingly often with economic developments, the boom has left one group out of the party: the average Japanese person, especially the estimated 88 percent who do not own shares. And while wages are rising, the gains are being outstripped by inflation.

“The current situation is a very good tailwind for risk assets. Real estate valuations are being helped by low interest rates. But will it help the average Japanese person? To be honest, I don’t think so,” said Deutsche’s Koyama.

He cites government data showing that even as wages are rising, inflation is one step ahead. According to the Labor Ministry, Japan’s inflation-adjusted real wage index fell 3 percent in April from a year earlier, the 13th consecutive month of declines.

Part of the problem, he said, is that wages are raised only annually, in many cases through the spring labor negotiation season, while prices rise continuously.

Unless, of course, people change jobs, an idea that is alien to traditional Japanese workers. But with Japan’s labor force now shrinking and demand for employees rising, the younger generation has taken to job hopping, which can easily add 10-20 percent to salaries.

The demand is clearly there, with 1.3 jobs for every job seeker, according to the Labor Ministry. (For those in construction, there are nearly 12 jobs per person.) The problem is that with one of the world’s fastest-shrinking populations, Japan is starting to face critical labor shortages, and the problem is expected to worsen.

This could undermine another potential area of growth for Japan from the new drive for economic security and the decoupling from China, which is now more politely called de-risking. While investment flows are typically slower to change than trade due to the long lead times involved, foreign investment into China was down 7 percent, at $76.7 billion, in the second half of 2022.

“The simple story of foreign business retreating from China is overdone and often just wrong. But neither is there a stampede back to China now that the mood music has become more positive,” Andrew Cainey, a senior associate fellow with the Royal United Services Institute in London, said in a commentary for Japan’s Nikkei.

With companies now increasingly nervous about their prospects in China, Japan is burnishing its credentials as a rule-of-law country that also offers solid infrastructure, a good lifestyle, and surprisingly low costs. Tokyo, which was for decades was ranked the most expensive place for foreigners, now scrapes in at No. 19, according to the latest Mercer ranking of cities by cost of living.

It’s not that costs have come down significantly; instead, they have gone up everywhere else. Japan’s newfound status as a low-cost destination is the natural result of 30 years of near-zero inflation. The longer-term problem is how to find the people to fill the jobs needed for any new boom period. But for now, foreign investors seem unconcerned. The bargains are just too good to pass up.

[apano-investments]

apano-Stimmungsindex

Der gestrige Handelstag unterstrich eindrucksvoll, unter welch ungeheurer Spannung die Märkte stehen: Gerüchte, dass die US-Administration eine zeitliche Verschiebung der Einführung der Zölle erwäge, katapultierte die Indizes hoch. Die STXE-Sektoren schossen innerhalb weniger Minuten um 5% und mehr nach oben – nur, um nach dem kurz darauf erfolgten Dementi aus Washington wieder abzusacken. Trotzdem kristallisierte sich im US-Handel dann eine Stabilisierung heraus, deren Tendenz sich heute früh in Asien verstärkte. Hier präsentierten sich insbesondere die japanischen Aktien sehr fest, da die japanische Regierung offenbar bereit ist, zusätzlich zu Zollzugeständnissen auch US-Großprojekte mitzufinanzieren. Zudem relativiert sich hier der Anstieg aber auch vor dem Hintergrund des Kursdesasters vom Montag. Unterm Strich steht der Nikkei 225 aktuell immer noch ca. 900 Punkte bzw. rund 2,6% tiefer als am Freitag zum Handelsschluss in Tokio. Die US-Futures notieren leicht oberhalb der gestrigen Schlusskurse und der STXE 600 steht zwei Stunden nach Handelsbeginn rund 1,6% höher. Gefragt sind insbesondere Industriewerte und ASML. Erstere wohl wegen des transatlantischen 0%- Zollangebotes der EU, letztere dürften von der gestrigen Erholung des Semiconductor-Sektors in den USA stimuliert sein. Immerhin, ein klein wenig ist also wieder Analyse gefragt, nachdem über mehrere Tage "querbeet" alles geschüttet wurde. Ist dies aber der Startschuss zu einer großen Erholungsrallye? Das muss bezweifelt werden. Denn mit Trumps Präsentation der Zolltabelle vor einer knappen Woche begann eine neue Zeitrechnung. Eine Rückkehr zu den Kursen von „damals“ wäre nur gerechtfertigt, falls sehr rasch diese Keule wieder weggepackt würde. Das erscheint aber wenig wahrscheinlich. Es sei denn, die Staaten der Welt geben umfangreiche Commitments ab, dass sie ihre Importe aus den USA massiv und dauerhaft erhöhen werden und/oder, dass sie immense Fertigungskapazitäten in den USA aufbauen. Das erste ist unrealistisch – bzw. geht dann zu Lasten der anderen Regionen und Volkswirtschaften – das zweite ist nur längerfristig umsetzbar, wobei sich zusätzlich die Frage stellt, wo denn die vielen neuen Arbeitskräfte herkommen sollen, falls nun überall in den US-Bundesstaaten neue Fabriken aus dem Boden sprießen sollten. Zudem gewinnt Trump nun – nach der begonnenen Ruhe an den Börsen – Zeit. Warum sollte er also auf den ersten Schritten seines Weges bereits wieder umkehren? Trotzdem bleibt natürlich festzuhalten, dass rein optisch die Kurse verlockend aussehen. Zudem könnte eine Beruhigung der Volatilität zu Schließungen von Short-Positionen führen. Fazit: eine kleine Gegenbewegung ist durchaus drin, mehr würden wir aber dem Markt bei dem derzeitigen Stand des Zollthemas nicht zutrauen. Es gibt heute für den APX relevante positive Gegenbewegungen bei DAX und Risk-off Gold (+6), jedoch auch Punktabzüge aus den Anleihemärkten. Die strikt systematische netto-Aktienallokation für den von uns betreuten apano Global Systematik liegt mit aktuell -27 Punkten im APX nun den zweiten Tag in Folge bei 0%. Da die Börsen jedoch bereits so massiv verloren haben, halten wir eine technische Gegenbewegung für denkbar. Daher halten wir – nachdem wir den Investitionsgrad bereits in der letzten Woche von bereits prophylaktisch moderaten 70% entschlossen auf lediglich noch 40% abgesenkt haben – an dieser kleinen Aktienquote fest, die aber intensiv von uns beobachtet wird. Je nach Nachrichtenlage werden wir den netto-Investitionsgrad im Bedarfsfall natürlich dann konsequent weiter absenken oder aber behutsam erhöhen. Bereits seit 2012 misst und veröffentlicht das Investment-Team von apano Investments die globale Börsenstimmung. Dieser apano-Börsen-Stimmungsindex APX dient dabei unter anderem als Steuerungsinstrument für den erfolgreichen, ETF-basierten Aktienfonds mit Wertsicherungskonzept „apano Global Systematik“ (WKN: A14UWW). http://dlvr.it/TK1sqr

[head-post]

Asian shares trim gains after Trump vows to push ahead with tariff hikes

Asian markets initially rallied on Monday but pared gains after US President Donald Trump reiterated his commitment to imposing additional tariffs on 2 April, according to AP News.

Trump’s comments, made during a conversation with journalists aboard Air Force One, underscored the ongoing uncertainty surrounding US trade policy and its global repercussions.

In China, stocks rose after the government reported stronger-than-expected industrial output and retail sales data for the first two months of the year. The Shanghai Composite index gained 0.2% to 3,426.13, while Hong Kong’s Hang Seng climbed 0.8% to 21,144.86. However, weakness in the property market, with home prices falling and real estate investment down nearly 10%, tempered optimism.

In Japan, the Nikkei 225 jumped 0.9% to 37,396.52. Meanwhile, in South Korea, the Kospi surged 1.7% to 2,610.69. In Australia, the S&P/ASX 200 rose 0.8% to 7,854.10. In Taiwan, the Taiex gained 0.7%.

On Friday, US stocks rebounded sharply, with the S&P 500 climbing 2.1% to 5,638.94, the Dow Jones Industrial Average rising 1.7% to 41,488.19, and the Nasdaq composite jumping 2.6% to 17,754.09. Despite the rally, the S&P 500 recorded its fourth consecutive weekly loss, marking its longest losing streak since August.

The rebound was driven by strong earnings from companies like Ulta Beauty, which surged 13.7%, and gains in Big Tech and AI-related stocks, including Nvidia (up 5.3%) and Apple (up 1.8%). However, concerns about the economic impact of Trump’s trade policies and potential government spending cuts weighed on investor sentiment.

Trump’s tariff plans and economic concerns

Trump’s insistence on moving forward with additional tariffs has raised fears about the potential for a prolonged trade war and its impact on global growth. The president’s focus on reshoring manufacturing jobs and reducing the size of the federal workforce has created uncertainty for businesses and households, leading to declines in consumer and business confidence.

Analysts warn that while stock prices may be adjusting to the anticipated April tariffs, concerns about the broader economic impact of Trump’s policies are likely to persist. The potential for reduced federal spending and its ripple effects on the economy remain key risks.

Meanwhile, US benchmark crude rose 48 cents to 67.66 per barrel, while Brent crude added 49 cents to 71.07 per barrel. The US dollar strengthened slightly to 148.93 Japanese yen, whereas the euro edged down to $1.0880.

As markets digest Trump’s tariff plans and their potential implications, investors will remain focused on economic data, corporate earnings, and developments in US trade policy.

Read more HERE

[kansainepalnews]

Asian markets continue to decrease; Nikkei falls 5% due to Trump's tariffs.

#StockMarket #GlobalEconomy Asian and European stock markets experienced a decline on Wednesday, highlighted by Japan’s Nikkei 225 dropping by over 5%. This downward trend was influenced by the announcement of new U.S. tariffs, including a substantial 104% levy on certain imports. This development has sparked concerns among investors and analysts about the potential impact on global trade and…

[intensifyre]

Indian stock market: 10 key things that changed for market overnight- Gift Nifty, Tariff war to Russia-Ukraine ceasefire

Indian stock market:

The domestic equity benchmark indices, Sensex and Nifty 50, are expected to open on a cautious note on Wednesday, following mixed cues from global markets.

Asian markets traded mostly higher, while the US stock market ended lower overnight, amid tariff updates, and progress toward a ceasefire between Ukraine and Russia.

On Tuesday, the Indian stock market indices ended flat amid growing global uncertainty over the impact of US President Donald Trump’s tariff policies and their economic fallout.

The Sensex eased 12.85 points, or 0.02%, to close at 74,102.32, while the Nifty 50 settled 37.60 points, or 0.17%, higher at 22,497.90.

“Markets ended mixed in a choppy trading session with benchmark Nifty 50 erasing its losses towards close due to selective buying. Weakness in Asian and US markets indices kept the mood cautious, while strong foreign fund outflows coupled with volatile currency and global economic uncertainty continue to make investors risk averse,” said Prashanth Tapse, Senior VP (Research), Mehta Equities Ltd.

Here are key global market cues for Sensex today:

Asian Markets

Asian markets traded mostly higher, breaking ranks with overnight fall on Wall Street.

Japan’s Nikkei 225 index was flat, while the Topix index rose 0.45%. South Korea’s Kospi index rallied 1.06%, while the Kosdaq gained 1.48%. Hong Kong’s Hang Seng index futures pointed to a weaker opening.

Gift Nifty Today

Gift Nifty was trading around 22,550 level, a discount of nearly 14 points from the Nifty futures’ previous close, indicating a flat-to-negative start for the Indian stock market indices.

Wall Street

US stock market ended lower on Tuesday, amid worries about the impact of the latest tariff threats on the global economy.

The Dow Jones Industrial Average declined 478.23 points, or 1.14%, to 41,433.48, while the S&P 500 dropped 42.49 points, or 0.76%, to 5,572.07. The Nasdaq Composite closed 32.23 points, or 0.18%, lower at 17,436.10.

Tesla share price gained 3.8%, while Nvidia stock price rose 1.66%. Apple shares declined 2.92%, while Amazon stock added 1.05%.

Kohl shares plummeted 24.1%, Dick’s Sporting Goods stock price dropped 5.7%, Delta Air Lines share price stumbled 7.3% and American Airlines shares slumped 8.3%, while Oracle lost 3.1%.

US-Canada Tariff War

US President Donald Trump reversed course on a pledge to double tariffs on steel and aluminum from Canada to 50%, just hours after announcing the higher tariffs, Reuters reported. The switch came after a Canadian official also backed off his own plans for a 25% surcharge on electricity.

Russia-Ukraine Ceasefire

Ukraine agreed to accept an immediate 30-day ceasefire in the conflict with Russia during talks with US officials in Saudi Arabia. Ukraine expressed readiness to accept the US proposal to enact an immediate, interim 30-day ceasefire, which can be extended by mutual agreement of the parties, and which is subject to acceptance and concurrent implementation by the Russian Federation.

Canadian Dollar

The US dollar rose to a one-week high before weakening against the Canadian dollar on the tariff news, while the euro briefly hit a five-month high. The Canadian dollar was up 0.06% versus the greenback to C$1.44 per dollar. The euro was up 0.71% at $1.0909, while against the Japanese yen the dollar strengthened 0.38% to 147.82.

US Job Openings

US job openings increased in January, but demand for labor is likely to soften in the months ahead. Job openings, a measure of labor demand, rose 232,000 to 7.740 million on the last day of January, the Job Openings and Labor Turnover Survey, or JOLTS report said. Data for December was revised lower to show 7.508 million vacancies instead of the previously reported 7.600 million. Economists polled by Reuters had forecast 7.63 million unfilled positions.

Japan Wholesale Inflation

Japan’s annual wholesale inflation hit 4.0% in February. The rise in the corporate goods price index (CGPI) matched a median market forecast. It slowed from a 4.2% year-on-year increase in January. Yen-based import prices fell 0.7% in February from a year earlier after a 2.3% gain in January.

Crude Oil Prices

Crude oil prices traded higher as the US cut its forecast for an oversupply. Brent crude oil gained 0.46% to $69.88 a barrel, while the US West Texas Intermediate (WTI) crude futures rallied 0.54% to $66.61.

Gold Price Today

Gold prices fell on a possible ceasefire deal in Ukraine. Spot gold fell 0.1% to $2,912.71 an ounce, while US gold futures eased 0.1% to $2,919.00.

Intensify Research Services provides expert guidance, analysis, and suggestions regarding the purchase, sale, or holding of stocks to maximize returns. As a top stock market research advisor, they offer high-accuracy tips for investors. visit- Intensifyresearch.com »

[werindialive]

Tech Stocks Crash as Trump’s Tariffs Fuel Recession Fears 

The U.S. stock market took a sharp downturn on Monday after President Donald Trump’s latest comments on the economy raised concerns about a potential recession. His remarks, combined with escalating trade tensions and new tariffs on key global trade partners, sent shockwaves through financial markets. 

Tech Stocks Lead Market Slump 

Technology stocks suffered the biggest losses, with the Nasdaq Composite falling 4%, marking its worst trading day since 2022. Tesla shares plunged 15.4%, while AI chipmaker Nvidia lost over 5%. Other tech giants, including Meta, Amazon, and Alphabet, also saw sharp declines, further intensifying concerns among investors. 

A White House official attempted to reassure markets, stating, “We are seeing a strong divergence between the stock market’s movements and the actual economic outlook.” However, investors remained skeptical as uncertainty loomed over future economic stability. 

Why Trump’s Comments Alarmed Investors 

In an interview with Fox News, Trump described the current economic phase as a “period of transition,” defending his trade policies as a means to “bring wealth back to America.” However, financial analysts caution that his aggressive tariff strategies could lead to inflation and a slowdown in economic growth. 

Rachel Winter, an investment manager at Killik & Co, warned, “The level of tariffs Trump is imposing will inevitably lead to inflation.” Many investors fear that increased costs on imported goods will drive up prices for businesses and consumers alike. 

How Global Markets Reacted 

The sell-off was not limited to the U.S. Asian markets also fell sharply, with Japan’s Nikkei 225 dropping 2.5%, South Korea’s Kospi declining 2.3%, and Australia’s S&P/ASX 200 down 1.8%. 

Meanwhile, investors worldwide are bracing for more volatility. According to BBC News, market sentiment remains fragile as the economic impact of trade restrictions continues to unfold. 

What’s Next for the Economy? 

Further instability is expected, with additional tariffs on Canadian steel and aluminum set to take effect this week. Analysts predict that market fluctuations will continue as businesses adjust to the new trade policies. 

Despite growing concerns, the White House remains optimistic. A spokesperson defended Trump’s economic strategy, stating, “President Trump delivered historic job, wage, and investment growth in his first term, and he is set to do so again.” 

However, investors are closely watching for signs of a deeper slowdown, with financial markets signaling uncertainty in the months ahead. For more market news in Hindi, subscribe to our newsletter!