Japanese stocks may present new investment opportunities:
Mitsubishi Heavy Industries surged today. My holdings: Sony/Hitachi also rose sharply:
Japan's new Prime Minister taking office is highly likely to boost the domestic military manufacturing industry. The underlying logic is for everyone to figure out. Additionally, the yen seems to be accelerating its depreciation. Related Japanese consumption, such as Pan Pacific (7532), the parent company of Donki Donki, also looks promising.
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