일본 니케이 30년만에 최고치

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2023.11.20

 

GLOBAL MARKETS-Japan shares hit three-decade highs, other Asia stocks mixed (yahoo.com)

GLOBAL MARKETS-Japan shares hit three-decade highs, other Asia stocks mixed

 

 

Japanese shares climbed to highs not seen since 1990 on Monday as strong earnings and offshore demand fuelled a three-week winning streak, while other Asian markets were more mixed with eyes fixed on the U.S. rate outlook. Japan's Nikkei added another 0.6% to break its September peak and bring its gains for the month so far to a whopping 9.3%.

 

Financial shares led the gains on Monday as investors prepare for an eventual end to negative rates, while auto makers have been benefiting from a weak yen and high exports. MSCI's broadest index of Asia-Pacific shares outside Japan edged up 0.1%, having climbed 2.8% last week to a two-month high.

 

The Black Friday sales will test the pulse of the consumer-driven U.S. economy this week, while the Thanksgiving holiday will make for thin markets. There were media reports Israel, the United States and Hamas had reached a tentative agreement to free dozens of hostages in Gaza in exchange for a five-day pause in fighting, but no confirmation as yet.

 

S&P 500 futures eased 0.1% and Nasdaq futures lost 0.2%. The S&P is now up nearly 18% for the year and less than 2% away from its July peak. Yet analysts at Goldman Sachs note the "Magnificent 7" mega cap stocks have returned 73% for the year so far, compared with just 6% for the remaining 493 firms. "We expect the mega-cap tech stocks will continue to outperform given their superior expected sales growth, margins, re-investment ratios, and balance sheet strength," they wrote in a note. "But the risk/reward profile is not especially compelling given elevated expectations.

 

"일본 주식은 강력한 실적과 해외 수요가 3주 연속의 상승세를 견인하며 1990년 이후로 본 적 없는 높은 수준으로 월요일에 상승했습니다. 다른 아시아 시장들은 미국의 금리 전망에 초점을 맞춘 가운데 상황이 조금 더 혼합됐습니다.

일본의 니케이 지수는 0.6% 상승하여 9월의 최고치를 넘어서며 이번 달 들어 급증한 9.3%의 수익을 기록했습니다.

금융주가 주요 상승세를 이끌었는데, 투자자들이 마이너스 금리 종료를 준비하였고, 자동차 제조업체들은 약한 엔화

덕택으로 높은 수출로 혜택을 봤습니다.

일본을 제외한 아시아-태평양 지수인 MSCI의 넓은 범위의 지수는 0.1% 상승하여 지난 주에 2개월 만에 최고치를 찍었습니다.

블랙 프라이데이 세일이 소비 주도의 미국 경제의 상태를 시험할 것이며, 추수감사절 휴일로 인해 시장은 얇아질 것으로 예상됩니다.

이스라엘, 미국 및 하마스가 가자에서 수십 명의 인질을 석방하기 위해 전투를 멈추는 것과 관련한 언론 보도가 있었지만, 아직 확인되지 않았습니다.

S&P 500 선물은 0.1% 하락하고 나스닥 선물은 0.2% 하락했습니다. S&P 지수는 올해 거의 18% 상승하여 7월 최고치에서 약 2% 남았습니다.

그러나 골드만 삭스의 분석가들은 "멋진 7" 메가캡 주식이 올해 현재 73%의 수익을 기록했다고 언급하면서, 나머지 493개의 기업은 단지 6%의 수익을 올렸다고 말했습니다.

그들은 "메가캡 기술 주식들이 예상 매출 성장, 마진, 재투자 비율 및 재무 상태에서 우수함을 지녔기 때문에 계속해서 우위를 유지할 것으로 기대하지만, 기대치가 높아져서 리스크/보상 프로필은 특별히 매력적이지 않다"고 밝혔습니다."