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Search resuls for: "Jesper Koll"


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☆ The 'buy Japan' story isn't coming to an end yet, Monex Group's Jesper Koll says
  + stars: | 2024-09-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'buy Japan' story isn't coming to an end yet, Monex Group's Jesper Koll saysJesper Koll, expert director at Monex Group, says that's because it's "driven by corporate action. It's not by monetary policy, not by fiscal policy."
Persons: Monex Group's Jesper Koll, Jesper Koll Organizations: Monex Locations: Japan
☆ Unwinding of the yen carry trade is healthy, says Monex Group's Jesper Koll
  + stars: | 2024-08-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnwinding of the yen carry trade is healthy, says Monex Group's Jesper KollJesper Koll, expert director at Monex Group, discusses why the unwinding of the yen carry trade and the correction in Japanese markets are "healthy" for the market.
Persons: Monex Group's Jesper Koll Jesper Koll Organizations: Monex Group
☆ The big ‘carry trade’ unwind is far from over, strategists warn
  + stars: | 2024-08-13 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com   time to read: +5 min
watch nowEconomists have said it is difficult to accurately assess the scale of the yen carry trade, with estimates varying widely. Some analysts, using Japan's foreign portfolio investments, say the yen carry trade could total as much as $4 trillion, Reuters reported. "The real Japan strategy is not just a quick carry trade, borrowing at close to zero interest rates in Japan and investing in high yield assets. Analysts at Barclays said systematic selling pressure does not appear to have been exhausted yet and it's "too early" to call an all-clear to the carry trades unwind. We expect volatility to remain elevated, which should continue to hurt EM carry trades," the analysts at Barclays said in a research note published Sunday.
Persons: Kazuhiro Nogi, Richard Kelly, he'd, Kelly, CNBC's, Nogi, Jesper Koll, Koll, What's Organizations: Tokyo Stock Exchange, Afp, Getty, Bank of Japan, TD Securities, Reuters, TS Lombard, Bank of, The Bank of Japan, Federal Reserve, Monex, Barclays Locations: Tokyo, Japan, MEX, Brazil, Bank of Japan, U.S
☆ Japan to benefit from a stronger yen and unwinding of carry trade, Monex Group's Koll says
  + stars: | 2024-08-13 | by ( Dylan Butts | ) www.cnbc.com   time to read: +2 min
In this article 8301.T-JP Follow your favorite stocks CREATE FREE ACCOUNTwatch nowCorrections in the yen and the unwinding of the carry trade are positive developments for Japan, said Jesper Koll, a veteran investor who remains bullish on the Japanese market. The yen carry trade began unwinding last week, as interest rate hikes by the Bank of Japan strengthened the yen, and led to a sharp sell-off in markets globally. Stock Chart Icon Stock chart icon U.S. dollar/Japanese yen"It is correct to put a price on money. According to Koll, it's possible that as much as 75% of the yen carry trade could have been unwound, though the total size of the carry trade has not been reliably ascertained. Stock Chart Icon Stock chart icon Nikkei 225
Persons: Jesper Koll, …, CNBC's, unwinding, it's, Koll, Claude Trichet Organizations: Monex, Bank of Japan, Nikkei, European Central Bank Jean, CNBC, U.S ., Bank of Locations: Japan, U.S
☆ I am 'prepared to dip my toe into the water and start buying Japan,' Monex Group's Jesper Koll says
  + stars: | 2024-08-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI am 'prepared to dip my toe into the water and start buying Japan,' Monex Group's Jesper Koll saysJesper Koll, head of Japan at Monex Group, discusses investing in Japanese markets amid the ongoing stock market sell-off.
Persons: Group's Jesper Koll, Jesper Koll Organizations: Monex Group Locations: Japan
☆ Live Updates: Global Markets Panic on Signs U.S. Economy Is Slowing
  + stars: | 2024-08-05 | by ( David Yaffe-Bellany | The New York Times | Jeanna Smialek | ) www.nytimes.com   time to read: +6 min
Signs of a slowing U.S. economy sowed panic among investors on Monday, with a sell-off in markets that began last week turning into a global rout. The moves were a sharp reversal in major stock markets, which for much of the past year have risen to new heights, propelled by optimism about cooling inflation, solid labor markets and the promise of artificial intelligence technology. South Korea’s benchmark Kospi index fell more than 10 percent at one point. Japanese stocks have been on a tear for more than a year, fueled by a weak Japanese yen. Adding to the pressure, foreign investors have started selling off positions in Japanese stocks over the last few weeks.
Persons: ”, Andrew Brenner, Goldman Sachs, Goldman, Jordi Basco Carrera, ’, Basco Carrera, Jitters, Jesper Koll, Koll, John Liu, Melissa Eddy Organizations: Federal, Nasdaq, National Alliance Securities, Equity, Technology, Samsung Electronics, Taiwan Semiconductor Manufacturing Company, Nvidia, Intel, Allianz, Monex, Bank of Japan, Tokyo Stock Exchange Locations: Asia, Europe, Americas, Japan, U.S, Taiwan, Singapore, Australia, Hong Kong, China, Stocks, India, Netherlands, Switzerland, New York, Munich, “, New, Seoul, Berlin
☆ Japan's stock markets keep testing new highs. Is the rally sustainable?
  + stars: | 2024-07-05 | by ( Lim Hui Jie | ) www.cnbc.com   time to read: +3 min
This week, the Nikkei and the broad-based Topix surpassed previous records to hit fresh all-time closing highs on Thursday. Earnings are the single driver to the current market rally, Jesper Koll, expert director at Tokyo-based financial services company Monex Group, told CNBC. watch nowJapan's largest union, commonly referred to as Rengo, announced that Japanese companies have delivered the largest wage hikes in 33 this year. Koll told CNBC this week: "I stand by my forecast — the Nikkei 225 is poised to climb to 55,000 before the end of next year." A note by Nomura, published Thursday, said the gains on the Nikkei and Topix do not look appear sustainable.
Persons: Richard A, Brooks, Jesper Koll, Koll, —, Rengo, Nomura Organizations: Tokyo Stock Exchange, Afp, Getty, Nikkei, Monex, CNBC, Japan's Locations: Nihonbashi, Tokyo, Japan
☆ Risk of yen intervention is 'relatively small,' says financial services firm
  + stars: | 2024-04-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisk of yen intervention is 'relatively small,' says financial services firmJesper Koll, expert director at Monex Group, says there may be verbal intervention, but actual yen intervention would require the currency to hit 160 to 165 levels against the dollar.
Persons: Jesper Koll Organizations: Monex
☆ Japan needs to show the world that its economic recovery is sustainable: Monex Group
  + stars: | 2024-03-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan needs to show the world that its economic recovery is sustainable: Monex GroupJesper Koll, expert director at financial services firm Monex Group, said that the BOJ raising interest rates would neither be a "bazooka" nor a "shock," but a policy normalization.
Persons: Jesper Koll Organizations: Japan, Monex
☆ This analyst predicted the Nikkei would cross 40,000. Here's where he thinks it'll go next
  + stars: | 2024-03-04 | by ( Lim Hui Jie | ) www.cnbc.com   time to read: +4 min
Koll was referring to the asset and equity bubble Japan saw in the late 80s, which resulted in the Nikkei hitting its 1989 highs. In July last year, Koll told CNBC's "Street Signs Asia" he expected the Nikkei to hit 40,000 "over the next 12 months." watch nowWhen asked what drives his optimism, Koll told CNBC on Monday that it was in part due to Japan's ability to be a "capital value-creating superpower." There is no question that Japanese 'salarymen CEOs' created more fundamental economic value than Wall Street's superstar CEOs. He said Japanese CEOs are the "undisputed global champions of delivering on the hard part, true economic value creation."
Persons: Jesper Koll, Koll, CNBC's, Fumio Kishida, Wall, Warren Buffett, Berkshire Hathaway Organizations: Nikkei, Monex Group, CNBC, Bank, Monex, Wall, Berkshire, Mitsubishi, Mitsui, Sumitomo Locations: Tokyo, Japan, Itochu
☆ Japanese stock market rally has key differences to 1980s bubble: Monex Group
  + stars: | 2024-02-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapanese stock market rally has key differences to 1980s bubble: Monex GroupJesper Koll, expert director at Monex Group, talks about the fundamentals underpinning the current Japanese stock market rally.
Persons: Jesper Koll Organizations: Monex Group
☆ Japanese chipmaker Renesas strikes $5.9 billion deal to buy software company Altium
  + stars: | 2024-02-15 | by ( Shreyashi Sanyal | ) www.cnbc.com   time to read: +2 min
Japanese semiconductor firm Renesas Electronics said Thursday that it would acquire Sydney-listed software company Altium for 9.1 billion Australian dollars ($5.89 billion) in cash, as it seeks to streamline its electronics design process. Renesas said it would pay AU$68.50 per share, representing a 33.6% premium to Altium's closing price of AU$51.26 on Wednesday. Australia-listed shares of Altium jumped nearly 30% to near AU$66, while Tokyo-listed Renesas fell 3.2%. The deal has been unanimously approved by the board of both companies but its completion is subject to approvals from Altium shareholders, Australian court and regulators, Renesas said. The deal comes a month after Renesas agreed to buy Nasdaq-listed Transphorm for $5.10 per share in an all-cash deal worth $339 million.
Persons: Renesas, Altium, Jesper Koll, Koll, Aram Mirkazemi Organizations: Renesas Electronics, Sydney, Monex Group, CNBC, Japan Inc, Nasdaq Locations: Australia, Tokyo, Japan
☆ Will Japan's bull run continue? Here's what the pros say — and how to invest
  + stars: | 2024-02-14 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
The enthusiasm for Japan's stocks was reflected on Tuesday when its benchmark index Nikkei 225 climbed to a 34-year high. Will its bull run continue though, and how should investors play this Asian market? Here’s what Wall Street and other pros say, and how to invest — including the stocks to buy. Jeremy Schwartz, global chief investment officer at WisdomTree, told CNBC’s “Squawk Box Asia” on Friday that Japanese stocks are a “catalyst-rich” asset class. How – and what – to invest Global investors may find it more accessible to invest in Japan markets via exchange-traded funds.
Persons: Morgan Stanley, Jesper Koll, Monex, Jeremy Schwartz, CNBC’s, ”, buybacks, ” Schwartz, Eastspring, Oliver Lee, Morgan Stanley’s, Morningstar, Kao, industrials, CNBC's Ganesh Rao Organizations: Nikkei, Eastspring Investments, —, Tokyo Stock Exchange, Ivailo Locations: Japan, China, Tokyo
☆ Only worrying thing about the Japan market is that everyone's bullish: Financial services firm
  + stars: | 2024-02-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOnly worrying thing about the Japan market is that everyone's bullish: Financial services firmJesper Koll of Monex Group says he himself is "very bullish," but "ironically, the only thing that worries me is not the fundamentals, but it is this fact that everybody is bullish Japan now."
Persons: Jesper Koll Organizations: Monex Locations: Japan
☆ Japanese banks are key beneficiaries of domestic economic recovery, analyst says
  + stars: | 2023-11-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapanese banks are key beneficiaries of domestic economic recovery, analyst saysJesper Koll, expert director at Monex Group, says financials have shown strong earnings as well as dividends.
Persons: Jesper Koll, financials Organizations: Monex
☆ There's no 'big inflation fire' in Japan: Monex Group
  + stars: | 2023-10-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no 'big inflation fire' in Japan, financial services firm saysJesper Koll of Monex Group explains why he's "very bullish" on the Japanese economy.
Persons: Jesper Koll Organizations: Monex Locations: Japan
☆ Jesper Koll of Monex Group discusses BOJ's YCC, bond yields
  + stars: | 2023-07-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan's 2-year bond yield the 'real test' for the global financial system: Financial services firmJesper Koll of Monex Group says "the problem for the global financial system is not the [yield curve control], is not the 10-year bond in Japan."
Persons: Jesper Koll Organizations: Monex Locations: Japan
☆ Can Japan's Nikkei benchmark hit an all-time high of 40,000? One strategist thinks so
  + stars: | 2023-07-05 | by ( Lim Hui Jie | ) www.cnbc.com   time to read: +3 min
Akio Kon | Bloomberg | Getty ImagesJapan's Nikkei 225 can reach 40,000 points in the next 12 months as fundamentals are "pointing in the right direction," according to market strategist Jesper Koll. Should the prediction come true, this would mean that the Nikkei would have breached its all-time high of 38,195 achieved on Dec 29, 1989. Japan's central bank has maintained an ultra-loose monetary policy for more than 20 years. He said that while there is more upside in the Nikkei, "a lot of good news is already priced in." That's on the expectation that the BOJ will move to tighten monetary policy.
Persons: Akio Kon, Jesper Koll, CNBC's, Koll, Kazuo Ueda, Tony Sycamore Organizations: Tokyo Stock Exchange, Bloomberg, Getty, Nikkei, Monex Group, Bank of Japan, CNBC Locations: Tokyo, Japan, Japan's, Koll, Sycamore
☆ Nikkei can reach record high of about 40,000 in next 12 months, says financial services firm
  + stars: | 2023-07-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNikkei can reach record high of about 40,000 in next 12 months, says financial services firmThe Nikkei could hit 40,000 in the next year thanks to fundamentals that "point in the right direction," rebound in business confidence and supportive fiscal policy, says Jesper Koll of Monex Group.
Persons: Jesper Koll Organizations: Nikkei, Monex Group
☆ Upside for Japanese pharma firm Eisai is still 'very, very strong,' says financial services firm
  + stars: | 2023-06-08 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUpside for Japanese pharma firm Eisai is still 'very, very strong,' says financial services firmJesper Koll of Monex Group says Eisai is "not a defensive play" and it's "turning into a growth play."
Persons: Jesper Koll Organizations: Japanese pharma, Monex
☆ 'Foreign investors are back': Japan stocks surge to their highest since 1990
  + stars: | 2023-05-17 | by ( Jihye Lee | ) www.cnbc.com   time to read: +4 min
The firm noted that foreign investors bought a net 2.1 trillion yen ($15.4 billion) worth of Japanese stocks in April – adding that Japan's corporate sector remains the largest net buyer of Japanese stocks, with a volume of 1.1 trillion yen year-to-date. Central bank focusSociete Generale strategists added that their overweight position on Japanese equities remains unchanged. The Japanese yen traded at slightly weaker levels to 136.43 against the greenback on Wednesday. "Keep an overweight position on Japan equities, unhedged, and biased to banks, financials, and value," they wrote. "Specifically, we note the solid fundamentals compared with stocks on overseas markets, and we also think that expectations for structural changes/reforms could push Japanese equities up even further," wrote Japan equity strategist Kazunori Tatebe.
☆ Buffett has positive track record of investing in Japan: Monex Group
  + stars: | 2023-04-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWarren Buffett has a 'very positive' track record of investing in Japan: Financial services firmJesper Koll of Monex Group says that for Japanese institutional investors, the billionaire investor's trip to Tokyo is a "stamp of approval."
☆ Warren Buffett's trip to Tokyo is seen as a 'stamp of approval' for investing in Japan
  + stars: | 2023-04-13 | by ( Jihye Lee | ) www.cnbc.com   time to read: +2 min
Berkshire Hathaway's stakes in all five trading houses is now 7.4%. Buffett's trip is a "stamp of approval" — especially for domestic investors in Japan, according to Monex Group's Jesper Koll. He emphasized Buffett's trip has the potential to boost confidence among Japanese investors as the nation continues to grapple with low consumption. "The real focus is confidence for Japanese investors, and that's where Warren Buffett's visit was very, very important," Koll said. The trading houses have helped grow the Japanese economy and contributed to the globalization of its business.
☆ Banks in Japan are still a 'very, very good' investment, says financial services firm
  + stars: | 2023-02-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBanks in Japan are still a 'very, very good' investment, says financial services firmJesper Koll of Monex Group says the "big megatrend" in Japan is to "make Japan banks strong again," and discusses why he likes MUFG Bank.
☆ At BOJ's helm, MIT-educated Ueda to put theory into practice
  + stars: | 2023-02-14 | by ( Leika Kihara | ) www.reuters.com   time to read: +5 min
At MIT, he studied economics under Stanley Fischer, whose students include former U.S. Federal Reserve chair Ben Bernanke and former European Central Bank President Mario Draghi. He is a good listener and a consensus-builder, rather than a leader with a strong view on the direction of monetary policy, they say. "His style is to discuss monetary policy based on facts and evidence," said Tetsuya Inoue, who was Ueda's staff secretary when he was a central bank board member. In a column published in July, Ueda warned against raising rates prematurely in response to cost-push inflation - a sign he would be in no rush to tighten monetary policy. Upon approval by parliament, Ueda will assume the top BOJ post on April 9 and chair his first policy-setting meeting on April 27-28.
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