Focus on real estate securitized securities with Yield Curve Control
With inflation and interest rate rises driven by U.S. Trumpomics expectations and the ECB cutting its bond purchase quotas, a turning point has arrived in ongoing monetary easing policies in advanced economies.
On the other hand, Japan’s Abenomics era has settled, and monetary easing policy has moved to a new stage.
These changes in monetary policy are driving reassessment buys in financial-related stocks.
In such a market environment, attention is turning to financial stocks such as banks and insurance, and then to real estate-related stocks.
Among them, stocks related to securitization of real estate—real estate securitization businesses—are expected to have higher potential for stock price gains within real estate equities.
This time we introduce stocks involved in the real estate securitization business, with a trend of increasing revenue and profit, small market capitalization, and potential for short-term capital gains.