✅Data transcription and summary posted in the summary▼Please subscribe and like▼ 👉 / @nikkeicnbc [The stock prices, indexes, etc. displayed on the screen are from the time of broadcast on January 6, 2025] "Of course, 50,000 yen is within reach in 2025" Commentary: Musha Ryoji (CEO of Musha Research) Moderator: Morita Masaki (Caster of the Nikkei Shimbun) Contents 00:00 Of course, 50,000 yen is within reach for the Nikkei average・Trump, Musk and the "reconstruction of capitalism" revolution01:55 Inequality and division are because "companies are making profits"・Cash flow analysis ⇨ Internal funds increase, capital investment remains flat03:03 Accumulated funds will be used for share buybacks and dividends・Trump policies: Corporate profits are recirculated through the market03:57 US government reform is "deregulation and elimination of vested interests"・There is a certain rationality in ultimate liberalism (libertarianism)05:05 The AI ​​revolution and the libertarian revolution combine05:51 Considering the relationship between productivity and supply capacity・The past (constant supply capacity, rising demand leads to inflation)・The present (increasing supply capacity and rising demand also poses the risk of deflation)06:36 In the history of the United States, rogues start reforms07:19 Behind the bullish trend lies the Industrial Revolution, similar to 1995・S&P 500 continues to rise despite interest rate hikes・"Baseless enthusiasm" continued until the dot-com bubble09:12 US stocks are bubbly, but not a bubble・These are the best times to buy09:57 Chart analysis of the NY Dow over the past 100 years・Each stock hits a major milestone before rising sharply10:49 M&A boom "Barbarian at the Gate"・KKR acquires Nabisco, barbarians rebuild capitalism11:39 [Positive factors for Japanese stocks①] Cyclical economic improvement・Wage increases lead to consumption-led economic expansion12:24 [Positive factors for Japanese stocks ②] M&A boom in Japan ・Seven & i, Nissan and Honda, etc. ・Listed companies can no longer afford to let capital idle 13:27 [Positive factors for Japanese stocks ③] In the first year of the industrial renaissance ・TSMC's factory opens, reviving the semiconductor industry 14:32 Japan is "still a fish even when it's rotten" ・Economic complexity ・Ranked no. 1 in the world since 1995 ・Japan has the most component technologies for smartphones 15:26 Japan is actually strong in terms of human resources ・Rankings by subject in the OECD Adult International Skills Survey (2023) ⇨Japan is 2nd in reading comprehension and numeracy, 1st in problem-solving skills (tied with Finland) 16:10 Weak yen causes companies to return home to become industrial bases ・This will turn into conviction in 202516:33 Overseas investors panic-buy Japanese stocks・Foreign investors' cumulative investment positions in Japanese stocks・6 trillion yen worth of Japanese stocks sold, putting them underweight・Will politics put the brakes on? A touch of anxiety17:31 A 25% rise from the current level will bring it closer to 50,000 yen [Market outlook] ・Eiji Kinouchi (Daiwa Securities) • [Eiji Kinouchi's 2025 Japanese stock market outlook A rejuvenated Japan] New Year's opening special/Japan... ・Shingo Ide (Nissay Research Institute) • [Shingo Ide makes a bold prediction about the 2025 market! Nikkei average heads to 42,000 yen] Last trading day... ・Watanabe Seiji (Principal, Fukagan Keizai Juku) • [Watanabe Seiji: Reading the 2025 stock market from the New Year's edition of the Nikkei Financial Statements] Japanese stocks and stock... ・Ogawa Maki (Sony Financial Group) • [Ogawa Maki: Dollar/yen exchange rate after FOMC and Bank of Japan meetings] The yen is currently weakening/Prediction comes true... ▼Finance and economic commentary▼ ・Adachi Masamichi (Chief economist, UBS Securities) • [The yen's depreciation accelerates after Governor Ueda's press conference‼ Bank of Japan has communication challenges] Monetary policy and the future... ・Toshiyuki Suzuki (Global Market Economist) • [Toshiyuki Suzuki - Reading the December FOMC] The Fed cuts interest rates by 0.25%, US stock prices fall... ・Ryosuke Okazaki, Commentator • [Ryosuke Okazaki speaks out to Prime Minister Ishiba and Japanese politicians] The Bank of Japan's monetary policy and interest rate hikes are the only... ・Toshihiro Nagahama (Dai-ichi Life Research Institute) • [Toshihiro Nagahama considers the source of funds for the '1.03 million yen barrier'] The reasons why the Democratic Party for the People is promoting it/Why is it being proposed... ▼New NISA related▼ ・Taki Yorifuji (Representative of Money&You) • [Taki Yorifuji thoroughly examines the relationship between the New NISA, accumulation date and investment performance] For long-term investment... ・Tomohiro Okawa, Commentator • [New NISA in 2025 - Investment tactics to consider before the end of the year] Tomohiro Okawa/Investment trusts... ▼Crypto assets - Bitcoin▼ ・Hasegawa Tomoya (Bitbank) • [What is the Bitcoin version of Trump Trade?] Interview with an analyst from a stock investor's perspective / The dark side... 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