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投資資料抜粋:Investment materials (excerpt)


コロナに負けず頑張りましょう:We can get through coronavirus recession


Mr. Trump miscalculates the prospect of re-election

Unemployment rate across the US is expected to reach 30% in the worst case, which could undermine Trump's argument for his re-election. Especially the people in the most worst situation is blue-collar workers who are an important part of Mr. Trump's supporters.


Developed economies to shrink 35% in April-June

Goldman forecasts that the developed and regional economies will contract about 35% this quarter. This is a four-fold drop from the 2008 financial crisis.
Although the number of confirmed cases of coronavirus seems to be peaking globally, it appears to be the result of social distance policies and reduced economic activity, which could easily be exacerbated when people return to work.


Although COVID-19 expanded,march imports and exports of China were a little smaller than expected.

 China's exports and imports in March declined less than expected. China's trade statistics have been better than expected, despite the widespread coronavirus outbreak made businesses halted around the world. However, it is possible that the full impact of the decline in demand in developed countries such as the United States and Europe has not yet had an effect on China's trade statistics.


Nintendo "Animal Crossing" is used as a virtual meeting place.

In the global epidemic of coronaviruses, the "Animal Crossing" released by Nintendo for switches is gaining popularity as a "virtual meeting place" to ease people's boredom and anxiety.

Due to the spread of corona infection, it has become a refuge destination for people around the world where lockdowns (city blockades) are being implemented, and in Hong Kong, democratic activists gather there with keeping social distance from others.

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