太田 創 の「英語で読み解くクールな世界金融経済」
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高騰受け 冷凍野菜の需要急増 02月26日
今日の一文です。
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2017年の冷凍野菜の輸入量が、初めて100万トンを突破した。
国産野菜の高騰を受け、割安感を訴求できる商材として小売店が売り込みを強め、需要が急激に高まっている。
そのままゆでたり揚げたりして食べられる、調理の簡便性も支持を集める。産地関係者は「国内野菜産地の大きな脅威になっている」と警戒する。
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It is the first time in 2007 that the amount of imported frozen vegetables exceeded one million tons.
Since the price of domestically produced vegetables started rising, retailers has strongly marketed the cheaper imports and the demands are increasing as well.
Frozen vegetables that can be easily boiled and fried have been gaining popularity among average Japanese families. So, the local producers are watching out how the frozen vegetables sales go.
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Very hard to find if the vegetables are imported or local when eating out.
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「メタボ資本」燃やせ 02月20日
今日の一文です。
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問題視するのは帝繊維の「メタボ資本」。ヒューリック(3003)株など本業と関連の薄い資産を抱え、資本効率を悪化させているとみる。
投資先企業との対話を重視する「穏健路線」を続けてきたが、ROE重視の風が強まっても進まない改革に業を煮やした。スパークスの株主提案は11年ぶりだ。
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The problem is so-called "metabolic capital", which Teikoku Sen-I Co.,Ltd. has been holding in its book, such as investing in Hulic, a Mizuho group real estate company. This investment has nothing to do with Teikoku's main textile business so it has been deteriorating the efficiency of their capital usage.
Sparx, one of the Teikoku's major shareholders, has been keeping its "soft stance " with it but should not be happy with the company's investment policy now that return-on-equity should be a priority among investors. It is the first time for Sparx to issue a shareholder's proposal in 11 years.
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Investors versus investees.
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シェアハウス投資、融資資料の改ざん多発 02月13日
今日の一文です。
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会社員らが投資目的で建てたシェアハウスで約束された賃料が払われなくなった問題で、融資関係資料の改ざんなどの不正が多発していたことがわかった。
預金額の水増しなどで信用力を上げ、多額の融資を受けやすくしたとみられる。融資の多くは地方銀行のスルガ銀行(静岡県沼津市)が行っていた。
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As for the problems of unpaid rent by sub-leasing shared house builders to their salaried-man landlords, who intended to buy the properties as an investment, Yomiuri Shinbun has learned that there were a lot of irregularities in their loan documents, such as tampering.
The builders seemed to raise their clients' credit ratings by overstating the deposit amounts so that they could borrow enough money to buy the shared houses.
Most of these loans were given by Suruga Bank in Numazu City, Shizuoka Prefecture.
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Seems like Shoko Chukin Bank case.
Bad guys are everywhere.
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続く「VIXショック」 02月09日
今日の一文です。
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9日の日経平均株価は再び急落し、終値は前日比2.3%安の2万1382円となった。
米市場に端を発した株価の変動率上昇が相場を下落させた「VIXショック」の第2波を受けたものの、午後はやや下げ幅を縮小した。
市場では2月6日の場中に付けた2万1078円を維持したことを安堵する声もある。目先の警戒感は根強いが、VIXショックはいったん和らぐとの指摘がある。
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Today the Nikkei Average dropped again and closed down 2.3% at 21,382 yen.
Although the Nikkei was in negative territory today, which was strongly affected by the second wave of "VIX shock" coming from the U.S. on 8th, the afternoon session even reduced the negative range.
While, market players are relieved by the fact that the market kept above 21,078 yen, which it hit on Tuesday. They pointed out that the market would be able to even out from this shock in due course despite a fully bearish sentiment in the market.
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Which do you like?
A: Turnarounds take seven years.
B: All growth is temporary.
C: Never throw good money after bad.
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転機:「ほどよい温度」 02月08日
今日の一文です。
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「適温相場」に変化の兆しが出てきた。日米ともに株価指数の値動きが荒っぽくなり、日経平均株価が2万円を回復した昨年6月以降、先行き警戒感が高まるのは3回目だ。
焦点となる米長期金利の上昇は好調な景気を裏付けるのか、転機を示唆するか――。市場では日本企業の業績をじわりと押し下げる懸念が強まっている。
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"Goldilocks" market is about to change. The volatility of the stock indices of the U.S. and Japan rose dramatically last week. It happened for the first time since the stock market jolted last June.
The rising long term interest rates of the two countries are seriously concerning investors as to if it is backed by the continued booming economies or suggesting the peak of the economic cycle.
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Buy low and sell high, anyway.
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「ほどよい温度」に転機 02月04日
今日の一文です。
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「適温相場」に変化の兆しが出てきた。日米ともに株価指数の値動きが荒っぽくなり、日経平均株価が2万円を回復した昨年6月以降、先行き警戒感が高まるのは3回目だ。
焦点となる米長期金利の上昇は好調な景気を裏付けるのか、転機を示唆するか――。市場では日本企業の業績をじわりと押し下げる懸念が強まっている。
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"Goldilocks" market is about to change. The volatility of the stock indices of the U.S. and Japan rose dramatically last week. It happened for the first time since the stock market jolted last June.
The rising long term interest rates of the two countries are seriously concerning investors as to if it is backed by the continued booming economies or suggesting the peak of the economic cycle.
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Buy low and sell high, anyway.
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