In today’s briefing:
- When Will Deflationary Mindset of Managers Disappear? Some Companies Have Begun to Change, Though
When Will Deflationary Mindset of Managers Disappear? Some Companies Have Begun to Change, Though
- Overseas investors have increased buying Japanese stocks in anticipation of acceleration in profit growth due to the shift to inflation. This is consistent with the trends of ROE and TOPIX.
- As far as ROE trends are concerned, neither share buybacks nor dividends are sufficient. It may be said that many managers are still dominated by a deflationary mindset.
- Companies with high foreign shareholdings are seeing changes that are starting to use cash more effectively. However, it’ll take time, as most companies will start to move after asking around.
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