Nomura, which pays a dividend that's higher than the 10 year Japanese bond yield, has skyrocketed just recently and is going to keep going upwards according to me.
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| Chart 1: Nomura Holdings |
dinsdag 18 december 2012
Japanese Equities Outperforming Japanese Bonds
As I warned everyone already in March 2012 in this article, it is finally happening. Japanese equities are indeed outperforming Japanese bonds and we can see this event starting in one of the most important equities brokers, Nomura Holdings (Chart 1). In my previous article I said that Nomura Holdings would flourish as it is the primary brokerage service in Japan.
To find out why this is, go here to read the analysis.
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I agree with equity outperformance of Japanese stocks. However I would note that US treasuries yields have fallen more then Japanese.
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