View of the Japanese stock market: This is one thing you should definitely keep in mind

When thinking about the outlook for Japanese stocks, there are two key points that you should definitely keep in mind.

(1) Relationship between stock prices and performance: the current position of stock prices and the future outlook of earnings
As written in detail inDifferences between the Japanese and U.S. stock markets (1) - Kecofin Investment Information - GogoJungleThis is very important, so I would like to cover it regularly.

(2) Relationship with the U.S. stock market
I had planned to write this as the second part of differences between the Japanese and U.S. stock markets, but I have not written it yet.
The Japanese stock market is sometimes said to be a mirror of the U.S. stock market, so it cannot be analyzed without considering U.S. stock trends. It is necessary to clearly understand the relationship between the two.

This time, I will cover (1) an update and future earnings.