iShares MSCI Japan Index Fund (ARCA: EWJ)

에 대한 최신 뉴스 iShares MSCI Japan Index Fund (ARCA:EWJ)

iShares MSCI Japan Index Fund

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The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The underlying index primarily consists of stocks traded on the Tokyo Stock Exchange. It will include large- and mid-capitalization companies and may change over time.

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iShares MSCI Japan ETF

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블랙스톤(NYSE:BX)과 같은 거대 사모펀드들은 애완동물 케어부터 부동산에 이르기까지 미국 시장의 모든 것을 삼켜버린 것처럼 보이며 심지어 스포츠 팀 인수까지 노리고 있다. NYC에 본사를 둔 이 투자 관리 회사는 일본 시장이라는 새로운 기회에 주목했다. 어떤 일이 (What Happened): 닛케이 아시아(Nikkei Asia)는 블랙스톤이 2027년까지 일본에 96억 달러를 투자할 계획이라고 보도했다.

거대 사모펀 블랙스톤, 일본 시장에 2027년까지 96억 달러 투자 계획: 보도

iShares MSCI Japan Value ETF

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BBJP

WisdomTree Trust Japan Total Dividend Fund

Reported Earlier, au Jibun Bank Japan Services Purchasing Managers' Index Preliminary For November 50.2 Vs. 49.7 Prior

Reported Earlier, Japan National Core Consumer Price Index (YoY) For October 2.3% Vs. 2.2% Est.; 2.4% Prior

Reported Earlier, Japan Trade Balance For October -461.2B Vs. -360.4B Est.; -294.1B (Revised) Prior

Reported Earlier, Japan Exports (YoY) For October 3.1% Vs. 2.2% Est.; -1.7% Prior

Reported Earlier, Japan Adjusted Trade Balance -0.36T Vs. -0.15T Est.; -0.27T (Revised) Prior

TOKYO -- U.S. business software provider ServiceNow plans to invest $2 billion in Japan over the next few years to expand its data center operation and local office, CEO Bill McDermott has told&nbsp;Nikkei.
Part of the spending will go toward data center expansion to accommodate the increase in client companies and enhance&nbsp;services that use generative artificial intelligence.
<a href="https://asia.nikkei.com/Business/Technology/U.S.-tech-firm-ServiceNow-to-spend-2bn-on-Japan-data-center-push" title="https://asia.nikkei.com/Business/Technology/U.S.-tech-firm-ServiceNow-to-spend-2bn-on-Japan-data-center-push">https://asia.nikkei.com/Business/Technology/U.S.-tech-firm-ServiceNow-to-spend-2bn-on-Japan-data-center-push</a>

'U.S. tech firm ServiceNow to spend $2bn on Japan data center push' -Nikkei

<a href="https://www.bloomberg.com/news/articles/2024-11-18/nippon-steel-makes-anti-import-vow-to-win-over-us-steel-workers">https://www.bloomberg.com/news/articles/2024-11-18/nippon-steel-makes-anti-import-vow-to-win-over-us-steel-workers</a>
Nippon Steel Corp. is promising unionized workers of United States Steel Corp. that it won't send steel shipments from its overseas mills as part of its commitments to seal a $14.1 billion takeover of the iconic American company.
The commitment is among the undertakings highlighted by Nippon Steel's Executive Vice President Takahiro Mori in a Monday letter to United Steelworkers members at two key US Steel operations. Union leaders have repeatedly raised concerns that Nippon Steel's overseas footprint threatens the American industry — arguing that the Japanese steelmaker may one day find it cheaper to export certain steel to the US and replace some domestic output.

Legal

'Nippon Steel Makes Anti-Import Vow To Win Over U.S. Steel Workers; Nippon Steel's Mori Makes Appeal In Letter To Union Workers; Letter Includes Vow Not To Import Foreign Steel Slabs Into U.S.' - Bloomberg

Reported Earlier, Japan Industrial Production (MoM) For September 1.6% Vs. 1.4% Est.; 1.4% Prior

Reported Earlier, Japan Gross Domestic Product Price Index (YoY) Preliminary For Q3 2.5% Vs. 2.8% Est.; 3.1% (Revised) Prior

Reported Earlier, Japan Gross Domestic Product (QoQ) Preliminary For Q3 0.2% Vs. 0.2% Est.; 0.5% (Revised) Prior

Reported Earlier, Japan Gross Domestic Product (YoY) Preliminary For Q3 0.9% Vs. 2.2% (Revised) Prior

Reported Earlier, Japan Current Account n.s.a. For September 1.717T Vs. 3.263T Est.; 3.933T (Revised) Prior

Reported Earlier, Japan Adjusted Current Account For September 1.27T Vs. 2.80T Est.; 3.15T (Revised) Prior

Reported Earlier, Japan Household Spending (MoM) For September -1.3% Vs. -0.7% Est.; 2.0% Prior

Reported Earlier, Japan Household Spending (YoY) For September -1.1% Vs. -1.8% Est.; -1.9% Prior

Reported Earlier, Japan 10-Year JGB Auction 1.00% Vs. 0.871% Prior

Reported Earlier, au Jibun Bank Japan Services Purchasing Managers' Index For October 49.7 Vs. 49.3 Est.; 53.1 Prior

<a href="https://asia.nikkei.com/Business/Automobiles/Electric-vehicles/Toyota-open-to-fresh-EV-hybrid-battery-investments-in-North-America" title="https://asia.nikkei.com/Business/Automobiles/Electric-vehicles/Toyota-open-to-fresh-EV-hybrid-battery-investments-in-North-America">https://asia.nikkei.com/Business/Automobiles/Electric-vehicles/Toyota-open-to-fresh-EV-hybrid-battery-investments-in-North-America</a>

'Toyota open to fresh EV, hybrid battery investments in North America' -Nikkei

Reported Earlier, Japan Interest Rate Decision Unchanged At 0.25%

Reported Earlier, Japan Industrial Production (MoM) Preliminary For September 1.4% Vs. 0.9% Est.; -3.3% Prior

Geopolitics Roil Capital Markets

Japan exports rise more than expected in October; imports also unexpectedly rise

Asia markets mostly lower after PBOC keeps lending rates steady, investor assess Japan trade data

Sterling And Gilts Pressed Lower By Firmer CPI

Asia markets in red as Nvidia's slowing revenue growth worries investors; Adani stock plunges

Ueda Lifts Yen, Leaving Euro And Sterling Pinned Near Lows

The Bank of Korea meets next week to decide on rates. Meanwhile, we'll get CPI readings from Singapore and Australia.

Asia Week Ahead: Bank Of Korea Rate Decision And Regional CPI Data

Looking at today's long-term monthly chart, it appears that it is worthwhile to keep a close eye on the Nikkei index.

Nikkei Trading Near 1989 Stock Peak; Double Top?

Japan's headline inflation rate slows to 2.3% in Oct, core inflation also drops to 2.3% above forecast

Asia-Pacific markets trade mixed, investors assess Japan inflation and Singapore GDP data

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블랙스톤(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)과 같은 거대 사모펀드들은 <a href="https://www.benzinga.com/stock/EWJ#NYSE">애완동물 케어</a>부터 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37719939/is-it-time-to-buy-the-commercial-real-estate-dip-the-worlds-biggest-private-equity-">부동산</a>에 이르기까지 미국 시장의 모든 것을 삼켜버린 것처럼 보이며 심지어 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37719939/is-it-time-to-buy-the-commercial-real-estate-dip-the-worlds-biggest-private-equity-">스포츠 팀 인수</a>까지 노리고 있다. NYC에 본사를 둔 이 투자 관리 회사는 <a href="https://www.benzinga.com/topic/japan">일본 시장</a>이라는 새로운 기회에 주목했다.
어떤 일이 (What Happened): 닛케이 아시아(Nikkei Asia)는 블랙스톤이 2027년까지 일본에 96억 달러를 투자할 계획이라고 <a href="https://asia.nikkei.com/Business/Finance/Blackstone-eyes-10bn-in-Japan-deals-amid-buyout-fund-influx">보도</a>했다.
블랙스톤의 조나단 그레이(Jonathan Gray) 사장은 닛케이와의 인터뷰에서 "일본 경제의 성장과 투자 기회를 실제로 가속화한 데에는 여러 가지 요인이 함께 작용했다"고 말했다. "일본 경제의 인플레이션 복귀, 주식 시장의 강세, 기시다 [후미오] 총리의 정책 등으로 인해 일본인 개인이 저축에서 투자자로 전환하게 되었다. 우리는 이것이 매우 중요하다고 생각하는데, 기업들이 자기자본이익률에 집중하고 비핵심 사업부 매각을 고려하도록 장려하는 것이다."
iShares MSCI Japan ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>)는 2024년에 9% 이상 상승했으며 일본 엔화는 지난 수십 년 동안 그랬던 것처럼 미국 달러 대비 약세이다.
왜 중요한가 (Why it Matters): 일본 시장에서 기회를 추구하는 기업은 블랙스톤만이 아니다. 베인 캐피털(Bain Capital)과 KKR &amp; Co Inc(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>)를 포함한 투자 관리자들은 투자 기회로 중국과 인도보다 일본을 점점 더 선호하고 있다.
닛케이에 따르면 이전에 일본에 투자한 칼라일 그룹(Carlyle Group)의 내부 수익률은 28%로 유럽이나 아시아에 초점을 맞춘 주요 칼라일 펀드의 내부 수익률이 약 8~14%인 것과 비교된다.
버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)는 최근 몇 년간 일본에 여러 차례 투자했다. 워렌 버핏 CEO는 미국 기업들에 투자하는 것을 <a href="https://www.nytimes.com/2008/10/17/opinion/17buffett.html" target="_blank" rel="noopener">선호하는</a> 것으로 유명하지만 일본의 유리한 금리 환경으로 인해 버크셔는 2020년에 다음의 일본 대기업들 지분을 인수하게 되었다:
<ul>
<li>이토츠 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ITOCY#OTC">ITOCY</a>)</li>
<li>미쓰비시 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MSBHF#OTC">MSBHF</a>)</li>
<li>미쓰이 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MITSY#OTC">MITSY</a>)</li>
<li>스미토모 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSUMY#OTC">SSUMY</a>)</li>
<li>마루베니 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MARUY#OTC">MARUY</a>)</li>
</ul>
고(故) 찰리 멍거 부회장은 <a href="https://www.benzinga.com/startups/23/11/35539422/charlie-munger-raves-about-warren-buffetts-rare-japanese-investment-opportunity-of-a-century-it-was" target="_blank" rel="noopener">버크셔의 일본 투자</a>를 옹호했다.
멍거는 "신이 상자를 열고 거기에 돈을 쏟아 붓는 것과 같았다"고 말했다.
이미지는 Midjourney를 통해 인공 지능으로 생성되었습니다.

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