Fujino Hideto (藤野 英人) and Hiroki Takashi (広木 隆) discussed the arrival of an era in which the Nikkei 225 reaches 100,000. The discussion covers a concrete path, including the shift from deflation to inflation, the role of policy, and investment opportunities in the AI era.
Fujino Hideto (藤野 英人), who has led Japan’s equity market for many years, and Hiroki Takashi (広木 隆) of Monex Securities discussed the possibility of an era in which the Nikkei 225 moves into the 100,000 range. They shared the view that the economy is entering a new phase, with prices, wages and share prices reaching a new stage.
The discussion explored a concrete path for taking the Nikkei 225 to 100,000, while also addressing the impact of policy on the investment environment and the opportunities that government initiatives could create. It also examined investment opportunities in the AI era and the selection of financial products suited to an inflationary era.
The discussion suggested that updating asset management from a long-term perspective is important, and that investors should pursue flexible strategies and continue gathering information in line with market changes.