Nikkei MJ Hit Product Ranking
June 16, 2021 (Wednesday) cloudy then rain Mercury retrograde (May 30 – June 23)
・The ruling party rejected the Cabinet-wide no-confidence motion submitted by the four opposition parties at the House of Representatives plenary session on the 15th.
With no dissolution in this session ending on the 16th, the overall schedule for dissolution and a general election before the term of the House of Representatives ends on October 21 has been solidified.
Prime Minister Yoshihide Suga is prioritizing measures against the coronavirus, and a dissolution in early September after the Tokyo Olympics and Paralympics is highly likely.
・The Tokyo Olympics opening on July 23 is moving forward.
If dissolved in September, there is speculation it could ride the momentum of the Tokyo Paralympics ending on September 5 and serve as an election boost.
Aiming to complete vaccination for all willing citizens from October to November.
In summer, economic measures will be compiled and included in the election pledge for the House of Representatives election.
Support for businesses hit by the COVID-19 pandemic, such as tourism, food and beverage, and transportation, will be central.
・Mizuho Financial Group <8411> [Close 1,624.5 yen] on the 15th,
announced it has received a survey report from a third-party committee consisting of external lawyers and others regarding system outages at ATMs and other services.
In 2018 there were complaints from users, but they were not disclosed on the website, and the Financial Services Agency, the supervising regulator, was not informed.
・Yamada Holdings <9831> [Close 518 yen] will enter the banking services sector.
A banking agency license was obtained through a subsidiary.
Using Sumitomo Shinsei SBI Net Bank’s core system to establish a virtual bank “Yamada Neobank.”
Providing loans that include housing, home appliances, and furniture bundles.
・G7 Restart under Pressure (Part 2): Keys in Economic and Fiscal Policy
“Continue supporting the economy for the necessary period.” The joint statement explicitly includes continued fiscal support for employment and stimulus measures as part of post-coronavirus recovery.
President Joe Biden called for this, and it was agreed unanimously.
At this summit, leaders repeatedly used the phrase “Build Back Better.”
President Biden views the current moment as a transformative period comparable to post-World War II and has sought to share that sense of urgency with allied nations.
He aims to lead the creation of tax and environmental policy models that will form the foundation for the post-COVID era.
That will become a new guidepost for the G7.
・The U.S. and Europe are tightening security and economic cooperation with China in mind.
On the 14th, President Biden pledged defense of allied nations at the NATO summit.
They are working to rebuild U.S.-Europe relations while accelerating responses to China.
・Nihon Keizai Shimbun reports on Nikkei MJ’s 2021 first half (Jan–Jun) hit products ranking.
East’s top pick: “Sustainable products” addressing environmental and social sustainability
West’s top pick: “Shopping Tech” promoting digitalization of consumer behavior using AI
Ozeki: “Suburban life,” “The Rebuild of Evangelion: 3.0+1.0 Thrice Upon a Time”
Sekiwaki: Asahi Beer “Super Dry Draft Can,” Imperial Hotel Tokyo “Service Apartment”
Maegashira: “Genderless fashion,” “Telework suits”
・The government on the 16th convened the COVID-19 Task Force to discuss large-scale event attendance limits in light of the post-declaration period.
If moving to the “Priority Measures to Prevent the Spread” framework, discussions will focus on a 50% or lower capacity cap with a maximum of 10,000 people.
・Vaccination for people under 64 expands.
Public large venues will start including non-elderly from the 17th, and workplace vaccinations by companies will begin in earnest on the 21st.
・SoftBank Group <9984> [Close 8,042 yen] Chairman and CEO Masayoshi Son on the 15th,
stated that by July they plan to expand nationwide group vaccination sites to a total of 15 locations.
Targeting up to 10,000 vaccinations per day.
As an immediate target, Son indicated he would also accommodate about 150,000 employees and family members of the group, plus about 100,000 nearby residents at sites nationwide.
・Toyota <7203> [Close 10,075 yen] will begin workplace COVID-19 vaccinations on the 21st.
Initially for employees at facilities in Aichi Prefecture and Tokyo, aiming for about 80,000 people to complete the second dose by September 10.
They also plan to accept vaccinations for some employees of business partners.
・Environment Minister Shinjiro Koizumi on the 15th mentioned reviewing coal-fired power export support.
At the G7 Summit, which closed on the 13th, it was agreed to end new export support for coal-fired power plants that do not reduce greenhouse gas emissions in 2021.
He stated, “Efficient plants are not included as eligible for support.”
・There is a mismatch in securing healthcare workers such as doctors for COVID-19 vaccinations.
Local governments and companies conducting workplace vaccinations struggle to secure staff, while public job services are stagnating.
Actual job placements reached only about 1% of 60 people.
・Bank of Japan <8301> [Close 31,000 yen] Pandemic-related liquidity support appears likely to persist longer.
While large corporations’ funding needs have eased, small and midsize enterprises in sectors like dining and accommodation remain tough.
Refinancing needs are expected to rise in the future.
At the policy meeting on the 17–18th, the BOJ is expected to discuss extending support measures that expire in September.
・In advanced economies, moves to scale back monetary easing are beginning, and expectations for rate hikes are spreading in the market.
Norway is seen as likely to tighten in the second half of 2021, while Canada and New Zealand are seeing increased expectations for rate hikes by 2022.
・In Europe's bond market on the 14th, Greece's five-year government bond yield briefly fell to minus 0.01% (bond prices rose), dipping into negative territory for the first time in the available history.
・Gold prices faced pressure. The New York futures price briefly fell below the key level of $1,850 per troy ounce, marking the lowest in about a month.
French President Macron called for IMF gold reserves to be sold, stirring controversy.
・Concern over rising U.S. long-term interest rates led to a rebound in tech stocks.
On the U.S. stock market of the 14th, the Nasdaq Composite, which has a high proportion of tech stocks, reached a new high.
Nasdaq stock index rise rates: Biogen up 50.7%, Moderna up 16.8%, Nvidia up 16.4%, Intuit up 14.0%
・Singapore’s Carro, which operates internet-based used car trading, on the 15th, raised $360 million (about 40 billion yen) from SoftBank Vision Fund (SVF) and others.
This money will be used to expand operations and grow the platform.
・Global COVID-19 infection numbers (new cases, deaths) as of 4 PM on June 15, with data compiled by Johns Hopkins University: worldwide 176,270,000 cases (7,904 deaths)
United States 33,474,758 (176), India 29,570,881 (2,726), Brazil 17,452,612 (827) France 5,803,012 (63) Turkey 5,336,073 (74) Russia 5,162,049 (367)
United Kingdom 4,589,400 (3) Italy 4,245,779 (36) Argentina 4,145,482 (686) Colombia 3,777,600 (588) Spain 3,741,767 (16) Germany 3,724,168 (95)
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