August market viewing and buying fatigue and the real estate bubble

Weak, as expected.

・The topic of the US-China real estate bubble has been rekindled. Interest rate cuts and support in 20 fields were also burnt to stone due to measures against deflation

・The Chinese government stopped announcing the “youth unemployment rate”... aren't they announcing it anymore??

・Meanwhile, US unemployment claims (new, continuing) also declined. Steady ⇒ interest rate hikes continue ⇒ stock depreciation

・Small, tough to grow

・Part of the net is in the bottom

・Will the number of large tech long-only be reduced

・The locusts of individual investors are bogged down

The impact of the recession in China's real estate market may be caused by factors such as:

- Investors' risk aversion behavior due to instability in the real estate market. WTI malfunctioning, LME copper malfunctioning

Companies that are highly dependent on China

1. Automobile industry: Japanese car manufacturers have a large share in the Chinese market

2. Electronics industry: Japanese electronics manufacturers and semiconductor manufacturers are in high demand in the Chinese market

3. Chemical industry: Japanese chemical manufacturers offer a variety of products in the Chinese market

4. Food industry: Japanese food manufacturers and agricultural product processors are in high demand in the Chinese market

The unemployment rate for young people in China is well over 20%, and figures cannot be announced.