[Morning Report] Tesla falls, analysts “growth companies without growth” British funds with returns over 1900% break a long silence in Japan where they invest

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Bank of Japan decides to aggregate wage increases to discuss cancellation of negative interest rates
The Bank of Japan will discuss whether to lift the negative interest rate policy at the monetary policy meeting to be held on the 18th to 19th. This is because the wage increase rate in 2024 is expected to exceed last year, and the accuracy that the 2% price target can be achieved stably has increased. Acceptance theory is spreading within the Bank of Japan, and the final decision will be made by evaluating the aggregated results of the spring labor-management negotiations compiled by the coalition on the 15th.
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Bank of Japan considers complete suspension of new ETF purchases and begins normalization - stakeholders
The Bank of Japan is expected to achieve the 2% price target, and at the stage of stepping into policy normalization, it will consider a complete cessation of new purchases of exchange-traded funds (ETFs), which has continued since 2010.

European Parliament Passes AI Regulation Draft Clarification Obligations for Generated Content
The European Parliament, which is the legislative body of the European Union (EU), passed the final draft of the world's first comprehensive regulation surrounding the development and use of artificial intelligence (AI) at the plenary session on the 13th. We ask companies that provide generative AI to guarantee transparency, such as making it clear that they are made by AI. Penalties will be imposed on offending companies.
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Bitcoin surpasses $73,000 and hits a high with insatiable ETF demand
The crypto asset (virtual currency) Bitcoin hit a record high for the fourth time in 6 business days, supported by a record inflow of funds into bitcoin-related exchange-traded funds (ETFs) in the United States. On the 13th, after recording a record high of 73,664 dollars, Bitcoin was traded at about 73,180 dollars as of 7:50 a.m. New York time.
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Eli Lilly partners with Amazon to expand sales directly, a slimming drug that is rapidly increasing in demand
A major rice pharmaceutical company $Eli Lilly and Co(LLY.US)$Is $Amazon(AMZN.US)$In partnership with, we will expand the business of directly selling weight loss drugs to patients. Demand for weight loss drugs is rapidly increasing, and difficulties may arise in obtaining them. In response to that, Lily began “Lily Direct” this year to improve the situation. Amazon's online pharmacy “Amazon Pharmacy” will be added to this service.

Tesla falls “growth company without growth” where analysts' sense of caution spreads
$Tesla(TSLA.US)$has declined. Analysts' sense of caution against the company's stock is spreading, and the ratio of bullish evaluations has fallen to a low level since 2021/4. Sentiment worsened when the company stated in January that this year's growth would decline markedly. The company's stock has already fallen 29% this year, making it the worst performance among S&P 500 companies.
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Nissan Motor Co., Ltd. and Honda are considering collaborating on EVs to standardize parts and procure
$Nissan Motor(7201.JP)$But $Honda Motor(7267.JP)$It became known that they are considering collaborating in an electric vehicle (EV) related business with. They are looking to advance standardization of core parts for EVs, joint procurement, and joint development of chassis. The Chinese are on the rise, and EV price competition is intensifying. Increase cost competitiveness by consolidating management resources.

President Biden, who is strengthening sales to US Steel, expressed serious concerns about the acquisition plan by Nippon Steel
From noon at the current time $United States Steel(X.US)$Sales are getting stronger. President Biden $Nippon Steel(5401.JP)$It is reported that they are planning to issue a statement expressing serious concerns about the US Steel takeover plan by The English FT newspaper reported it as a story of the people involved. It is said that the announcement will be made before Prime Minister Kishida visits the US in April.

A British fund with a return of over 1900% breaks a long silence in Japan, where it invests
The British asset management company Silchester International Investors, led by Steven Butt, has been acting almost inconspicuous for the past 30 years. As a long-term investor who inherits the tradition of Mr. Warren Buffett, the attitude was that there was almost no reason why he should attract attention himself.