這是一個關於日本市場的一些重要投資消息及機會的記錄，作為個人的中長線投資參考，幫助建立投資策略。此頁將會不斷更新，增加新的資訊及信息。

日本經歷了所謂 迷失30年 的經濟發展，到了近年因中美關係的改變，以及世界性的投資策略改變，日本開始有了新的經濟發展機會，一些數據顯示，最近幾月日本通脹開始上升，近年日本股市也創下了歷史新高，而市場報導了巴菲特將五隻日本企業的股票，加入了他的投資組合。這些證據吸引了全世界的關注，也吸收了很多世界性的資金投入。事實上，原本在中國及香港的投資資金，在遷離的過程當中，在亞洲內的選擇不多，基本上比較成熟的市場，只有新加坡和日本；而新加坡市場因為歷史原因，規模比較小，日本自然成為另一個亞洲投資市場的中心。所以日本市場成為亞洲區內一個長線投資的機會。

 

 

 

會員區資訊

請登入觀看

 

這是一個私人投資訊息收集平台，只與親友分享

如有需要，請與 KF 聯絡

 

 

 

 

 

 

Market Index Performance by Region
Data

Reference is made to the local market stock index.  This sheet is normally updated next day when data is available after market close.  Note that the percentage increase or decrease is referenced to the first trading day of the quarter, not the previous day.

  US UK JP IN VN BZ MX EU TW CN HK
Open ALL SPX FTSE N225 Nifty50 VN30 IBOV IPC STOXX50 TAIEX SSE HSI
Open ALL History History History History History History History History History History History
                       
Q1 2024 Daily Changes - new version including MXX (compared with previous transaction day)
Q1 2024 Daily Changes (compared with previous transaction day)
Q4 2023 Daily Changes (compared with previous transaction day)
Q1 2024 QTW (compared with last transaction day of previous quarter)
2024 US UK JP IN VN BZ MX EU TW CN HK
03-29 10.16% 2.84% 20.03% 2.74% 14.62% -4.53% -0.03% 12.42% 13.18% 2.23% -2.97%
03-22 9.74% 2.56% 22.21% 1.68% 13.49% -5.33% -1.35% 11.27% 12.81% 2.51% -3.21%
03-15 7.28% -0.08% 15.67% 1.34% 11.04% -5.55% -2.02% 10.33% 9.77% 2.68% -1.92%
03-08 7.42% -0.95% 18.60% 3.51% 10.49% -5.30% -4.27% 9.72% 10.34% 2.39% -4.07%
03-01 7.70% -0.66% 19.26% 2.98% 11.99% -3.73% -3.22% 8.25% 5.61% 1.75% -2.69%
02-23 6.69% -0.35% 16.84% 2.21% 8.10% -3.55% -1.27% 7.76% 5.34% 1.01% -1.89%
02-16 4.94% -0.28% 15.08% 1.42% 8.23% -4.07% -0.44% 5.40% 3.77%   -4.15%
02-09 5.38% -2.08% 10.36% 0.24% 7.18% -4.59% -0.10% 4.28% 0.92% -3.66% -7.63%
02-02 3.96% -1.52% 8.11% 0.56% 3.83% -5.22% 1.46% 2.94% 0.72% -8.23% -8.88%
01-26 2.54% -1.27% 6.83% -1.74% 4.54% -3.89% -0.92% 2.52% 0.36% -2.18% -6.42%
01-19 1.47% -3.51% 7.47% -0.50% 4.75% -4.88% -3.37% -1.61% -1.39% -4.80% -10.20%
01-12 0.29% -1.40% 6.31% 0.75% 2.85% -2.38% -3.10% -0.92% -2.33% -3.12% -4.71%
01-05 -1.52% -0.56% -0.26% -0.09% 2.62% -1.61% -2.08% -1.29% -2.30% -1.54% -3.00%
Q4 2023 QTW (compared with last transaction day of previous quarter)
2023 US UK JP IN VN BZ EU TW CN HK
12-29 11.24% 1.65% 4.81% 10.66% -2.98% 15.12% 8.31% 9.52% -4.36% -4.28%
12-22 10.88% 1.18% 4.12% 8.71% -5.90% 13.89% 8.31% 7.60% -6.29% -8.25%
12-15 10.05% -0.42% 3.49% 9.26% -5.90% 11.69% 8.98% 8.07% -5.40% -5.71%
12-08 7.38% -0.70% 1.41% 6.78% -4.40% 9.03% 8.33% 6.30% -4.53% -8.28%
12-01 7.15% -1.03% 4.94% 3.21% -6.51% 9.97% 5.84% 6.63% -2.53% -5.50%
11-24 6.17% -1.58% 5.55% 0.80% -6.77% 7.68% 4.73% 5.71% -2.23% -1.41%
11-17 5.27% -1.36% 5.40% 0.48% -5.38% 7.04% 3.94% 5.23% -1.80% -1.90%
11-10 2.97% -3.25% 2.23% -1.08% -4.91% 3.43% 0.54% 2.01% -2.30% -3.40%
11-03 1.64% -2.50% 0.29% -2.08% -6.87% 1.37% 0.00% 0.94% -2.56% -0.82%
10-27 -3.98% -4.16% -2.72% -3.01% -8.46% -2.80% -3.84% -1.34% -2.98% -2.30%
10-20 -1.49% -2.71% -1.88% -0.49% -3.65% -2.93% -3.59% 0.53% -4.10% -3.58%
10-13 0.91% -0.11% 1.44% 0.57% 0.03% -0.70% -0.92% 2.62% -0.72% 0.02%
10-06 0.48% -1.49% -2.71% 0.08% -2.27% -2.05% -0.72% 1.02%   -1.82%
Q3 2023 QTW (compared with last transaction day of previous quarter)
2023 US UK JP IN VN BZ EU TW CN HK
09-29 -3.65% 1.02% -4.01% 2.34%   -1.29% -5.10% -3.32% -2.86% -5.85%
09-22 -2.93% 2.02% -2.37% 2.53%   -1.76% -4.36% -3.38% -2.17% -4.54%
09-15 0.00% 2.39% 1.04% 5.23%   0.57% -2.37% 0.03% -2.63% -3.88%
09-08 0.16% -0.71% -1.75% 3.29%   -2.35% -3.68% -2.01% -2.67% -3.78%
09-01 1.47% -0.89% -1.44% 1.28%   -0.16% -2.65% -1.60% -2.15% -2.82%
08-25 -1.00% -2.56% -4.71% 0.40%   -1.91% -3.70% -2.57% -4.31% -5.08%
08-18 -1.81% -3.57% -5.24% 0.63%   -2.27% -4.23% -3.16% -2.19% -5.10%
08-11 031% -0.10% -2.16% 1.25%   -0.02% -1.77% -1.86% -0.40% 0.84%
08-04 0.62% 0.44% -3.00% 1.71%   1.20% -1.50% -0.42% 2.69% 3.29%
07-28 2.96% 2.16% -1.30% 2.38%   1.78% 1.53% 2.23% 2.31% 5.29%
07-21 1.93% 1.76% -2.67% 2.90%   1.80% -0.17% 0.68% -1.07% 0.84%
07-14 1.24% -1.29% -2.40% 1.96%   -0.32% 0.02% 2.18% 1.11% 2.63%
07-07 -1.16% -3.65% -2.41% 0.74%   0.69% -3.69% -1.49% -0.17% -2.91%
  US UK JP IN VN BZ MX EU TW CN HK
2024                      
Q1 10.16% 2.84% 20.63% 2.74% 14.62% -4.53% -0.03% 12.41% 13.18% 2.23% -2.97%
2023                      
Q4 11.24% 1.65% 5.04% 10.66% -2.98% 15.12%   8.31% 9.64% -4.36% -4.28%
Q3 -3.65% 1.02% -4.01% 2.34% 3.84% -1.29%   -5.10% -3.32% -2.86% -5.85%
Q2 8.30% -1.31% 18.36% 10.54% 4.61% 15.91%   1.95% 6.60% -2.16% -7.27%
Q1 7.03% 2.42% 7.46% -4.12% 6.81% -7.16%   13.74% 12.24% 5.94% 3.13%
2022                      
Q4 7.08% 8.09% 0.61% 5.91% -12.74% -0.27%   14.33% 5.31% 2.14% 14.86%
Q3 -5.28% -3.84% -1.73% 8.33% -7.76% 11.67%   -3.96% -9.45% -11.01% -21.21%
Q2 -16.45% -4.61% -5.13% -9.65% -17.21% -17.88%   -11.47% -16.21% 4.50% -0.62%
Q1 -4.95% 1.78% -3.37% 0.64% -1.77%     -9.21% -2.88% -10.65% -5.99%
2021                      
Q4 10.65% 4.21% 0.07% -1.50% 5.64%     6.18% 9.94% 2.01% -4.79%
Q3 0.23% 0.07% 2.30% 12.06% -4.92%     -0.40% -4.62% -0.64% -14.75%
Q2 8.17% 4.82% -1.33% 7.02% 27.82%     3.70% 8.06% 4.34% 1.58%
Q1 5.77% 3.92% 6.32% 5.07% 11.72%     10.32% 11.53% -0.90% 4.21%
2020                      
Q4 11.69% 10.13% 18.37% 24.31% 24.72%     11.24% 17.71% 7.92% 16.08%
Q3 8.47% -4.92% 4.02% 9.19% 11.42%     -1.25% 7.70% 7.82% -3.96%
Q2 19.95% 8.78% 17.82% 19.81% 26.16%     16.05% 19.71% 8.52% 3.49%
Q1 -20.00% -24.80% -20.04% -29.34% -30.52%     -25.59% -19.08% -9.83% -16.27%

 

 

MSCI ETFs Performance by Region

Data

Reference is made to the MSCI iShare ETF Performance which are often used as market performance indicators.  This sheet is normally updated next day when data is available after market close.  Note that the percentage increase or decrease is referenced to the first trading day of the quarter, not the previous day.

  US UK Japan India Vietnam Brazil Mexico Europe Taiwan ASEAN China HK
All VOO EWU EWJ INDA VNM EWZ EWW IEV EWT ASEA MCHI EWH
All History History History History History History History History History History History History
                         
Q1 2024 Daily Changes (compared with previous transaction day)
Q4 2023 Daily Changes (compared with previous transaction day)
Q1 2024 QTW (compared with end of previous quarter)
  US UK Japan India Vietnam Brazil Mexico Europe Taiwan ASEAN China HK
2024 VOO EWU EWJ INDA VNM EWZ EWW IEV EWT ASEA MCHI EWH
03-29 10.05% 3.51% 11.24% 5.70% 7.59% -7.27% 2.15% 5.32% 5.76% 0.07% -2.48% -10.48%
03-22 9.70% 2.57% 11.97% 3.44% 6.27% -8.09% -0.55% 4.69% 5.76% 0.13% -2.97% -8.69%
03-15 7.60% 1.12% 8.47% 3.50% 4.64% -8.21% -1.33% 4.52% 4.98% 0.40% -1.69% -5.64%
03-08 7.69% 0.85% 10.98% 7.11% 4.18% -7.52% -3.33% 4.12% 5.28% 0.20% -4.37% -6.79%
03-01 7.93% -0.39% 9.65% 6.37% 5.26% -5.03% -3.26% 2.35% 1.80% -2.12% -2.72% -6.39%
02-23 6.86% -0.12% 7.59% 6.13% 1.08% -5.26% -1.95% 1.95% 0.83% -0.33% -2.06% -4.38%
02-16 5.09% -1.12% 5.44% 4.90% 1.93% -5.29% -0.81% 0.17% 0.13% -2.20% -4.79% -5.99%
02-09 5.46% -2.42% 3.88% 3.91% 1.08% -5.81% -0.63% -0.66% 1.43% -2.65% -7.61% -7.71%
02-02 4.01% -1.75% 3.66% 3.20% 0.08% -6.58% 0.19% -0.87% -2.76% -2.39% -11.54% -10.07%
01-26 2.62% -1.24% 1.95% 0.78% -0.39% -4.55% -2.15% -0.53% -2.24% -4.51% -6.31% -6.39%
01-19 1.49% -3.30% 2.74% 1.60% 0.08% -5.72% -4.02% -2.72% -4.00% -2.98% -9.08% -9.27%
01-12 0.27% -0.88% 3.57% 2.36% -1.47% -1.77% -2.21% -1.25% -4.19% -0.73% -4.81% -4.95%
01-05 -1.56% -0.70% -0.95% 0.57% 1.47% -1.43% -1.43% -1.53% -3.56% -0.60% -3.22% -4.03%
Q4 2023 QTW (compared with end of previous quarter)
  US UK Japan India Vietnam Brazil Europe Taiwan ASEAN China HK
2023 VOO EWU EWJ INDA VNM EWZ IEV EWT ASEA MCHI EWH
12-29 11.23% 4.46% 6.39% 10.38% -4.58% 13.99% 10.75% 3.32% 3.64% -5.89% 1.28%
12-22 10.85% 4.05% 5.04% 9.36% -6.79% 12.88% 10.10% -0.18% 3.78% -9.24% -1.05%
12-15 10.29% 3.89% 4.78% 9.23% -1.77% 12.78% 9.03% 11.11% 1.24% -4.83% 0.70%
12-08 7.70% 2.97% 4.13% 6.99% -0.44% 10.37% 7.35% 8.98% -0.07% -6.58% -4.02%
12-01 7.43% 3.92% 4.84% 4.93% -1.70% 12.23% 7.10% 10.03% 1.44% -2.26% -1.69%
11-24 6.54% 2.69% 3.85% 2.19% -2.95% 10.11% 6.16% 8.04% 0.62% 0.83% 2.80%
11-17 5.50% 1.45% 3.42% 1.88% -3.18% 9.19% 4.86% 7.38% 1.58% -0.05% 2.80%
11-10 3.10% -1.90% 0.30% 0.61% -2.66% 5.64% 0.54% 3.79% -0.89% -1.82% -1.11%
11-03 1.72% -0.98% 2.84% -0.16% -7.53% 4.01% 0.36% 2.67% 1.58% -0.09% 2.27%
10-27 -3.92% -4.52% -4.10% -2.85% -11.00% -2.41% -4.61% -2.45% -4.40% -3.16% -1.98%
10-20 -1.45% -2.62% -3.58% -0.54% -5.76% -2.38% -3.21% -0.76% -3.78% -5.47% -2.33%
10-13 0.95% 0.09% -1.18% 0.54% 1.18% -1.43% -0.38% 2.15% -0.89% -0.28% 0.70%
10-06 +0.47% -0.51% -1.51% 0.81% -1.26% -4.30% -0.34% 2.29% -0.89% -0.39% 1.11%
  US UK Japan India Vietnam Brazil Mexico Europe Taiwan ASEAN China HK
2024                        
Q1 10.05% 3.51% 11.24% 5.70% 7.59% -7.27% 2.15% 5.32% 5.76% 0.07% -2.48% -10.48%
2023                        
Q4 11.23% 4.46% 6.39% 10.38% -4.58% 13.99%   10.75% 3.32% 3.64% -5.89% 1.28%
Q3 -3.21% -2.19% -2.60% 1.19% 1.80% -5.43%   -5.56% -5.25% 0.00% -3.24% -11.28%
Q2 8.73% 2.21% 6.19% 11.22% 9.20% 18.44%   3.29% 3.73% -2.02% -9.47% -4.45%
Q1 7.48% 5.22% 7.80% -5.69% 2.87% -2.11%   10.45% 12.87% 1.37% 5.01% -2.18%
2022                        
Q4 7.53% 18.75% 11.69% 2.36% -10.17%     20.48% 9.88% 10.48% 13.29% 16.70%
Q3 -4.94% -12.50% -7.53% 3.56% -7.64%     -11.61% -14.50% -0.38% -23.74% -17.81%
Q2 -16.11% -9.33% -13.41% -11.67% -23.69%     -12.82% -17.96% -11.85% 6.10% -0.19%
Q1 -4.58% 1.49% -7.99% -2.75% -11.16%     -7.63% -7.74% 8.48% -15.74% -2.66%
2021                        
Q4 11.10% 5.57% -3.44% 0.15% 10.79%     5.64% 10.31% 3.80% -6.36% -2.20%
Q3 9.55% -1.39% 4.02% 10.02% -7.32%     -2.22% -3.03% 0.37% -18.09% -10.28%
Q2 8.39% 6.22% -0.71% 5.01% 14.85%     7.78% 6.65% -1.47% 1.13% 1.98%
Q1 6.37% 6.87% 1.43% 4.88% 3.54%     4.86% 12.98% 1.95% 0.90% 7.87%
2020                        
Q4 12.17% 16.24% 14.81% 18.89% 18.24%     15.32% 20.45% 24.42% 10.00% 13.42%
Q3 9.01% -1.04% 7.57% 16.67% 10.45%     3.59% 11.69% -5.15% 13.32% 2.58%
Q2 20.31% 9.51% 12.08% 20.69% 28.78%     15.79% 22.01% 13.95% 14.76% 9.23%
Q1 -20.27% -30.08% -17.49% -32.25% -35.82%     -25.36% -20.88% -32.54% -13.56% -19.99%

 

 

ManuLife Fund Performance by Region

 

Reference is made to the ManuLife Fund Performance which are open data on the ManuLife website.  This sheet is normally updated once a week after the weekends when data is available.  Note that data from ManuLife is delayed for 2 working days in general.

  N Amer Japan India Europe Taiwan ASEAN China HK
Open ALL SHK130 SHK131 IEQ01 SHK129 ITW01 IJA01 SHK136 SHK126
                 
QTD This Weeky (compared with end of last quarter 2023-12-29)                
2024                
 
                 
Q1 2024 QTW (compared with end of last quarter 2023-12-29)
2024 N Amer Japan India Europe Taiwan ASEAN China HK
03-29 9.31% 12.17% 4.52% 6.24% 1.10% 0.11% -1.14% -2.75%
03-22 8.83% 13.22% 3.25% 6.39% 3.26% 0.68% 0.89% -2.78%
03-15 6.51% 8.61% 1.98% 6.06% 3.09% 1.36% -0.44% -1.50%
03-08 6.78% 11.51% 5.48% 7.00% 5.94% 1.14% -1.60% -3.98%
03-01 6.90% 9.49% 5.48% 4.54% 6.55% -1.14% -2.15% -2.67%
02-23 5.98% 7.25% 5.06% 4.28% 3.88% -0.57% -1.99% -1.91%
02-16 4.39% 5.69% 4.31% 2.86% 7.37% -0.34% -3.44% -4.21%
02-09 5.13% 4.22% 3.27% 1.31% 3.66% -2.16% -6.12% -7.38%
02-02 3.42% 3.66% 3.59% -0.68% 3.66% -1.59% -8.00% -8.95%
01-26 2.31% 2.09% 1.13% -0.54% -1.10% -4.09% -6.08% -6.58%
01-19 1.35% 2.44% 2.08% -4.34% 2.90% -3.52% -8.27% -9.68%
01-12 0.13% 3.01% 1.72% -2.42% -2.03% -1.36% -4.85% -4.26%
01-05 -1.66% -0.82% 0.45% -2.96% -4.75% -1.02% -4.05% -2.86%
Q4 2023 QTW (compared with start of quarter)
2023 N Amer Japan India Europe Taiwan ASEAN China HK
12-29 14.92% 9.29% 11.62% 17.96% 11.86% 4.26% 0.57% -3.11%
12-22 14.67% 7.16% 10.10% 17.60% 7.58% 2.01% -3.76% -6.98%
12-15 13.70% 7.41% 10.57% 16.83% 8.46% 0.59% -1.18% -3.77%
12-08 10.92% 5.33% 7.23% 12.55% 7.21% -0.71% -3.15% -6.10%
12-01 10.61% 6.96% 5.83% 10.96% 6.14% -0.59% 0.07% -2.57%
11-24 8.90% 5.90% 2.92% 10.14% 4.34% -0.95% 1.95% 0.68%
11-17 7.71% 5.62% 2.51% 8.49% 4.15% 0.12% 1.31% 0.14%
11-10 5.16% 1.72% 0.90% 2.37% 0.06% -1.78% -1.02% -1.22%
11-03 3.69% 1.72% -0.73% 1.98% -2.23% -1.07% -0.37% 0.52%
10-27 -2.68% -1.50% -1.97% -3.85% -5.66% -3.79% -2.24% -0.74%
10-20 -0.06% -1.44% -0.43% -2.59% -2.89% -2.25% -2.62% -2.39%
10-13 2.59% 1.17% 0.40% 2.26% 2.01% 0.95% 1.785% 2.19%
10-06 2.21% -0.54% -0.28% 2.23% 1.64% -0.24% 0.68% 0.64%
Q3 2023 QTW (compared with start of quarter)
2023 N Amer Japan India Europe Taiwan ASEAN China HK
09-29 -3.10% -0.62% +2.02% -9.87% -2.36% -3.60% -8.03% -7.41%
09-22 -2.51% +1.02% +1.64% -9.98% -3.47% -3.04% -6.92% -6.27%
09-15 +0.97% +3.69% +3.37% -6.96% +1.58% -1.46% -5.12% -5.58%
09-08 +0.83% +2.36% +3.68% -5.82% +1.61% -1.12% -5.31% -5.37%
09-01 +2.24% +0.33% +0.96% -4.01% +2.26% +0.34% -4.07% -4.21%
08-25 -0.55% -2.63% -0.10% -6.29% +0.71% -0.56% -6.06% -6.55%
08-18 -1.53% -3.53% -0.89% -5.71% -3.82% -1.57% -6.17% -6.28%
08-11 +0.68% -1.10% -0.19% -1.26% -5.27% +1.80% -2.12% -0.86%
08-04 +1.35% -1.35% -0.19% -0.79% -3.32% +2.14% +0.96% +2.22%
07-28 +3.24% -0.49% +1.20% +1.76% +4.68% +4.61% +3.13% +3.94%
07-21 +1.97% -1.89% +1.64% +1.79% +5.40% +3.26% -0.31% -0.34%
07-14 +1.65% -1.22% +1.30% +3.71% +4.90% +3.26% +2.22% +1.85%
07-07 -1.40% -1.89% -0.82% -2.86% -3.41% -1.80% -3.45% -3.57%
  N Amer Japan India Europe Taiwan ASEAN China HK
2024                
Q2                
Q1 9.31% 12.17% 4.52% 6.24% 1.10% 0.11% -1.14% 2.75%
2023                
Q4 14.92% 9.29% 11.62% 17.96% 11.86% 4.26% 0.57% -3.11%
Q3 -3.10% -0.62% +2.02% -9.87% -2.36% -3.60% -8.03% -7.41%
Q2 +10.66% +6.83% +10.84% +2.97% +9.54% -5.25% -6.99% -7.53%
Q1 +14.59% +6.27% -3.58% +15.55% +14.00% +1.86% +4.55% +1.24%
2022                
Q4 -2.12% +8.95% +0.18% +15.37% +3.35% +10.42% +12.60% +14.72%
Q3 -5.41% -5.13% +4.93% -7.92% -4.90% -0.48% -20.31% -22.86%
Q2 -22.30% -9.22% -13.10% -22.27% -23.20% -15.28% -5.22% -0.06%
Q1 -9.56% -5.62% -7.39% -16.50% -10.36% +0.91% -13.27% -11.37%
2021                
Q4 +6.60% -3.16% -2.13% +10.62% +24.50% +1.02% -0.43% -3.81%
Q3 -0.47% +5.73% +10.41% -0.01% +0.24% +1.99% -11.34% -13.59%
Q2 +9.11% +0.07% +4.33% +9.02% +11.94% -1.24% +0.56% +1.41%
Q1 +6.06% +9.01% +5.23% +4.77% +7.22% +0.21% +1.69% +0.28%
2020                
Q4 +9.74% +9.55% +18.04% +9.35% +13.38% +20.10% +13.74% +15.50%
Q3 +7.62% +6.96% +9.40% +7.15% +2.23% -5.58% +4.14% +1.20%
Q2 +34.33% +18.06% +22.75% +26.37% +26.59% +23.08% +18.78% +17.84%
Q1 -20.11% -22.47% -28.99% -18.41% -19.53% -31.65%   -15.78%

 

 

 

Date Description Ref
2
Aug 2023		 過去兩三月，日本投資都錄得可觀利潤，但最近觀察日本股市情況，市場不穩定性比較高，似乎有下跌的趨勢。因此，趁即日價位升高，將手上所有日本股票，ETF 及基金全數售出，先行止賺，暫時撤出市場，觀察並等待下一次機會。這段時間大概兩個半月，利潤大約 3%  
23
Jun 2023

巴菲特日本股市投資包括下列五隻日本股票:

過去一星期這些股票連續上升而企鵝幅度都比較高，從過去一星期的觀察，直接購買這些股票回報比 ETF 高不少，特別是 8002 & 8058，可以考慮在回調的時候入市，只是在下跌的時候入市購買，會有比較大的心理障礙，可以先少額購入，減少風險，再跌的話，低位加注

  
21
Jun 2023

從 SHK131 ManuLife MPF Japan Equity Fund 中的投資回報看，近5年內低點是2020年3月19日的 HKD $9.408，近數月內低點是2023年3月21日的 HKD $14.179，從 2023年3月21日開始到6月21日的增長是 14.05%，有不少的增幅，從中長期的投資來看，仍然是一個機會。下面是過去幾個季度嘅表現:

Q3 2022 -5.13%
Q4 2002 +8.95%
Q1 2023 +6.27%
Q2 2023 up to 2023-06-21 +8.25%

從以上數據來看，現在找機會入市不算晚

 1
3
Jun 2023

從 ETFDB 上尋找的與日本市場相關的 ETF，當中可以考慮的有:

當中考慮的是每日交投量，在市場中比較受歡迎，出貨時候也將會比較靈活。

 1
21
May 2023		 如果 MPF 從 ManuLife 購入並參加他們的 Global Select 組合，可以考慮轉到 Global Select 組合內的 SHK131 ManuLife MPF Japan Equity Fund，或者 Investment Plus 組合內的 IJE01 Manulife Inv Japan Equity Fund 1 2

 

Rcmd Description Remarks Info
MPF
* Manulife MPF Japan Equity Fund 可以考慮作為中長期投資，建議選擇較低價位時分批購入。
  Manulife Inv India Equity Fund 與上列 SHK131 一樣，只是在不同的投資組合裡面。
       
ETF
* HEWJ HEWJ 與 EWJ 的分別在於日圓的 hedging 以降低日圓匯率的影響，此股在市場的交易量不算太高，流通性還算可以，如果需要售出也沒有困難。當市場浮動的時候，他的波動不是太大，可能跟背後長線投資者比較多有關，適合用作比較中長線的投資。
  EWJ 此股在市場的每天交易量很高，但也可能因為流通性高，浮動也比較大，有可能較多被用作短線炒賣，導致波動一般比較大。
       
Stocks
下列五隻股票是巴菲特在他的投資組合中的日本股票，可以考慮直接購買這些在日本市場的股票，通過 IB 可以購買，現在正當日圓比較低的時候也是一個時機，但這些股票已經有一定升幅，小心考慮位上，但股票在升的時候，升幅要比 ETF 高很多
  8001 Itochu  
* 8002 Marubeni  
  8031 Mitsui  
* 8053 Sumitomo  
  8058 Mitsubishi  
       

 

* choice of recommendation

得中共之助！日股今次真係走出迷失三十年⋯ ❗️❓｜29 May2023
Dr Ng Ming Tak, Victor
依家係咪將MPF一部分資產轉買日股嘅時候❓🟣物價能不能走回頭路？｜【PQA】31 May 2023
Dr Ng Ming Tak, Victor
投資日本股票? 先看它的負面及正面因素!
「英國+國際」經濟分析頻道
誰說日本不行了❓我合作過「五大商社」才讀懂日本的底蘊和未來｜三菱｜三井｜住友｜伊藤忠｜丸紅｜巴菲特｜股神｜投資
Ben桑日本漫談
日本難改負利率政策，拆解日經指數與日圓奇妙關係 | 羅家聰 學問經濟ChatGDP | Z.com Forex
Zcom Forex | 外匯交易頻道
G: All

8001 ITOCHU

8002 Marubeni

8031 Mitsui

8053 Sumitomo

8058 Mitubishi

5401 Nippon Steel

9984 SoftBank

 

 

G: All

HEWJ

EWJ

BBJP

DXJ

FLJP

 

ManuLife MPF

 

Nikkei 225 Index 日經指數

TOPIX

 

Economic Indicators

Current Account Balance

 

 

 

 

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