likely to escape the worst growing season!

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The worst period the probability which escapes it increases!


From the worst period to reversal?

After the 2007 August, you were devoted to sub prime loan problem, ruinous earthquake and the crude oil of the American financial industry high, produced effect world economy on the whole largely.

In addition to this, bubble collapse of the Chinese A stocks and the Vietnamese stocks etc, exerted adverse effect to the Hong Kong market.And the useless pushing probably can call May earthquake disaster and this one year that it was rather harsh one year, for the Chinese stock market.
Especially after entering into 2008, bad environment has come continuing.As for the chart below from January Hong Kong 18% depreciation, the United States 12% depreciation, Japan lowered with 9% depreciation in March percent change.

At this time after we convey to 1/22 as a war readiness thrust, circumstances seeing attitude was strengthened to March.

2008 January 2008 March From January March rate of decrease
Nikkei average n/a n/a -9%
NY Dow Jones n/a n/a -12%
Hong Kong hansen n/a n/a -18%

You buy once in March and strengthen attitude!

You buy once in March and strengthen attitude!

It converts to buying attitude

After that, on March 25th as for first calling first feature purchase it is as known.

and, that3from mon7japan to the moon13%for the rise of, hong kong is rising again after falling to the earthquake, have continued to expand the united states is still bearish.

in such an environment on the other hand, such as the following brand has continued to rise, current situation is that it has become a totally different movement.

2008years3month 2008years7month 3the rate of increase from the moon
nikkei average n/a n/a 13%
NYdow n/a n/a -1%
hong kong hang seng n/a n/a 3%

chinese stocks

2008/3/25 2008/7/29 3rate fluctuations from the moon
giga solar n/a 4.2 44%
ZTE n/a n/a 32%
tencent n/a n/a 44%
high-speed power transmission equipment n/a n/a 36%

japanese stocks

japanese stocks recommended time of the year 7month29day the rate of increase
weathernews 651 n/a 168%
ferrotec corporation n/a n/a 67%
torishima production n/a n/a 18%

these brand, problem-solving is a company listed in the previous.

what is required is a clean energy such as wind power in the world solar cells and. also, go to avoid the risk of changes in weather, such as caused by abnormal weather and water shortages. by these needs has been intensified day by day, current situation is that it has begun to produce investment results to invest in companies like this problem-solving.

this trend is, has been determined or is not going strengthened more and more in the future, we have this with the main scenario.

increased investment opportunities!

increased investment opportunities!

increased investment opportunities!

this7month3following the mon, again, has determined is not whether it has increased investment opportunities in both japan co., ltd. china.

we would like to go to determine whether further strengthened while going assess the status of u.s. financial institutions, such as.

simply, but is not optimistic about the subprime loan problem of course. increasing financial instability scenario goes again, such as the bankruptcy of u.s. regional banks the future must have been thinking. it is regarded as the most anxiety is, economic trends in the united states is. including a decline in u.s. consumption and import, here is a company related to the care must be taken very true strains and china etc. etc. say japanese stocks.

investment linked to companies such as the u.s. economy this has been a long time ago called attention. this has become a reality. what is needed is more attention to investment in these companies, 2007years8and last mon8after the month is say so prominent example are very different. what’s not going further polarize also in stock prices is also economically in the future?

first round (2002years~2007years) and the second round (2008years3since may and has seen) the difference between the colori think that comes out in a plane. in the second round is like saying because you success in the first roundthe result must be the change i yorokoberu perhaps will not be.

investment strategy (chinese stocks, replacement of the brand and weight of japanese stocks) we would like to go to take larger second round of this at the helm, etc. and portfolio. in order to take this big, thinking and strategy, of funds, such as how to move likei think we need to switch on the side. how to take it became big in the first round have a chance to reverse color torikaeseruwhat is not to come out and? we thought we would like to tell a sequential.

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