It’s not just about returns — it’s about being indispensable. In a chaotic world, Japanese stocks are beginning to reveal their true, intrinsic value.

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#Yaho

収益率よりも「なくてはならない存在」かどうか。混沌の世界で、日本株はその本質的価値を見せ始めている。

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#Yaho

Beyond tax distortions — a perspective for uncovering the true performance of companies.

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#Yaho

税操作を超えて、企業の本質的な業績を見極める視点。

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#Yaho

With an “Alaska Agreement” possibly near and rate-cut expectations rising, markets are shifting into optimism.

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#Yaho

アラスカ合意間近と利下げ期待が同時進行、マーケットは楽観モードへ。

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#Yaho

Tariffs as Artificial Costs Are Becoming a “New Form of Tax” in the Market

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#Yaho

人為的コスト＝関税が「税」として市場に定着しつつある

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#Yaho

Stocks at Highs, EPS in Decline – What’s Moving Beneath the Surface of High Volatility?

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#Yaho

株価は高値圏、EPSは低迷──高VIXの裏で何が動いているのか。

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#Yaho