Monday, May 30, 2016

Tokyo, pushing Stock Exchange (+ 1.4%) from weak yen and postponement of the VAT hike – Il Sole 24 Ore

TOKYO – The Nikkei index of the Tokyo Stock Exchange closed up 1.39% to 17,068.02 points.
The Japanese stock market has reached its highest level today more than a month in the wake of a fall in the yen following indications of increased likelihood of a future rise in US interest rates, as well as the almost certain prospect of a referral of the VAT hike in Japan (according to the latest rumors, the two and a half years than expected).

the yen reached a more than 111 dollar exchange rate, after the Federal Reserve chairman, Janet Yellen, the end of last week, has defined an appropriate upward Use rate and the economy and the labor market were to confirm their improvement.



After the G7, Tokyo see the rise of VAT

The latest rumors indicate that Prime Minister Shinzo Abe has decided to postpone for the second time and as long as the increase of ‘ consumption tax from 8% to 10% already set for spring 2017: the “excuse” would be the G7 conclusions in favor of more calibrated stimulation of growth through a mix of monetary, fiscal and structural reforms (even if the G7, to be honest, did not directly sponsored major public expenditure).

the Finance Minister Taro Aso – maybe for a game of party – seemed to mumble to this violation of commitments already made for containment the growth of public debt and has indicated today that should be dissolved the lower house (matching the elections with those already provided for the Upper House in July) to consult the people about it directly. But Abe decided not to do so and also intends to launch a new maneuver of fiscal stimulus in the summer amount up to 10 thousand billion yen. Today’s data on retail sales, a decrease of 0.8% in April from a year earlier, reinforcing pressures not to burden the economy of additional tax charges. Compared to a month ago, the popularity of Abe recovered by 7 percentage points to 55.3%, according to the latest survey by Kyodo.



“Various analysts point out that it is difficult for investors to take positions decided in view of the short-unknowns”

, from any Fed moves the possibility not entirely be ruled out of a Brexit.
Highlights today in Tokyo the titles of many exporting companies, starting from the car business. Surge of Ain Holdings shares (operator of drugstore chains) after the announcement of an increase of almost a third of operating profits in the year just ended. Toshiba also rising markedly after the upgrade by JPMorgan.

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