Representative Russia-related brand, Japan Tobacco Industry (2914)
On November 17, Abe-Trump talks, and on December 15, Putin will visit Japan, with a packed political schedule ahead.
If President Trump, as expected, improves relations with Russia, the Abe administration approaching President Putin and realizing a visit to Japan would be a major advantage.
In the future, if economic sanctions related to the Ukraine issue are lifted, a rapid revival of the Russian economy and intensified Japan-Russia economic cooperation are anticipated.
In this way, a dramatic change in the political environment makes Japan Tobacco Inc. (2914), among Russia-related stocks, a leading beneficiary with potential for reassessment buying.
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