野村ウィークリー
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1 Nomura Weekly CONTENTS 12/ Vol FRB 4.
2 ,000 2,000 3,000 4,000 5,000 6,000 7,000 8, () () (%) GDP 25GDP e NRF( ) ( ) () 2018NRF NRF () NRF
3 ( ) () 3 11 ISM 511 ISM FRB 2018/ OPEC ( ) 12/1 ( G20 ) ( G20 ) 2 (UAE) 3 7-9(8:50) :() +5.0(4-6 :+14.0 ) 11 (14:00) 11 ( 3:00) 11 ISM (24:00) :58.0 (10 :57.7) 10 (24:00) : +0.4(9 :0.0 ) 11(GM)( 5:00 ) (UAE) 24 (COP24)( 14 ) EU (4 ) 11PMI(10:45) :50.1 (10 :50.1) 4 10(12:35) 11(15:00 ) (12:30) :()1.50(:1.50 ) ()7-9GDP(18:30) : +0.5(4-6 :+0.4 ) 5 (10:30) 11 PMI(9:30) : - (10 :52.4) FRB( 0:15) ( 4:00) 11 ADP(22:15) : (10 :+22.7) 11 ISM(24:00) :59.5 (10 :60.3) (EIA)(11/30)( 0:30) () (18:00) :(RBI )6.50(:6.50 ) (24:00) :()1.75(:1.75 ) 7-9GDP(9:30) : +0.6(4-6 :+0.9 ) 11PMI(10:45) :50.9 (10 :50.8) ()10 (19:00) : +0.3(9 :0.0 ) 6 ( 2:15) 10 (22:30) :()549(9 :540 ) (12/1)(22:30) 10(24:00) : -2.0(9 :+0.7 ) () OPEC() 10(16:00) : -0.5(9 :+0.3 ) 7 10(8:30) :() +1.4(9 :-1.6 ) 10 (9:00) :() +1.1(9 :+0.8 ) 10 (14:00) 2019 FRB( 2:00) 11 (22:30) :() (10 :+25.0) :3.7(10 :3.7 ) :() +3.2(10 :+3.1 ) 12 ( 24:00) :97.0 (11 :97.5) 10( 5:00) (CDU) 10(16:00) : +0.3(9 :+0.2 ) ()7-9GDP (19:00) : +0.2(2 : :+0.4 ) (10 ) 7-9GDP(2)(10 ) 12(DI)(14 ) (19 ) (19-20 ) (TPP)11 TPP11 (30 ) 2019() ( 115 2)(13 14 ) FOMC(18-19 ) 7-9GDP (21 ) ()(31 ) EU( ) (13 ) ()ECB(13 ) EU(25 ) () (12 9 )
4 NASDAQ NY S&P500 SENSEX TOP40 RTS FTSE MIB ISTN100 WTI H TOPIX REIT FTSE100 CAC40 DAX SET ASX200 REIT NY () NZ FRB 1 2 IT ( ) S&P Global 1200 (GICS11) TOPIX17 ( ) () /11/ / / /14 5/ / /17 7/ () / / /4 11/ / / / / / / /5 7/ /20 10/ / / /1 2017/7 2018/1 2018/7 11/ /29 10/ / / FRB (7 ) 11 ISM (3 ) 11 ISM (5 ) ( )
5 FRB NY NASDAQ / / /11/ / / / / NY NASDAQ /7 18.1/ / / / / /8 3/ / / /2 6/ / / / /1 2017/7 2018/1 2018/7 10/ / / / /29 11/23 11/ /29 11/20 11/ FF () VIX ISM (3 5 ) 12 (7 ) FRB (5 ) (5 ) 11(7 ) FRB ( ) /11/ /1 2017/7 2018/1 2018/ () 1 (11 30 ) (12 4 ) 7-9GDP 11(3 ) (7 ) 10 (11 30 ) 13 ( ) 4
6 ( 1,250) ( 650) ( 830) ( 1,460) 3,000 () ( ) ,800 3, (2,200) 5 6,000 5,000 4,000 3,000 2,000 1,000 0 () () () 14% 6% (DI) ( ) () () 80% /1 2004/7 2005/1 2005/7 2006/1 ( / ) 1,250 () JRMICE 5,000 1 MICE(Meeting Incentive Convention Exhibition) ( ) 2025
7 ( 1)( 2)H2O ( 3)HD () (1802) / / / (9045) 15.8/ / () / / (1893) / / / / / (9065) / / / / ( ) 6
8 TOPIX500( / ) Q1 Q4 14 (ADR GDR ) (US: LN: FP: GY:SM: IM: NA: BB: SW:SS: NO:FH: DC:ID: HK:) () () 7
9 ECB FRB IT FRB FOMC 2019 (11 22 ) (27 :21824 ) ( ) 11 8 ( ( ) ( ) LLC ( ILLC ) () 8
10 ROE 1 Buy 12 2 Neutral 12 3 Reduce Suspended Not rated 12 MSCI Large Cap Bullish Neutral Bearish Not rated N/A S&P500STOXX 600MSCI 12 LLC LLC Instinet, LLC100(Instinet. Incorporated NSC plcniplcnsi LLCILLC 1%12 9
11 Morningstar Rating Economic moat Morningstar Inc Morningstar Japan K.K Under Review Suspension Nomura21 Global Nomura21 Global Nomura21 Global Nomura21 Global () Nomura21 Global REIT ETF ETN Nomura21 Global 11 (Morningstar Inc.) Nomura21 Global GICS MSCIGlobal Industry Classification Standard=GICS GICS Nomura21 Global (GICS ) 10
12 ( (20 2,808 ) () () ) (REIT ETF ETN) 1.404%(202,808 ) ( ) ( ) 1.026%( 757,668 ) ( ) ( 1.404%(202,808 )) 30 ( 33 )303.3 ( 3 ) 5.4 ()2.0 ()(5.4 ()) 謬 11
/ Global Markets Research NSC NSC
/ Global Markets Research 217 1 18 212 216 11 8 12 3 3 5 5 2 3 5 - NSC [email protected] +81 3 673 1397 - NSC [email protected] +81 3 673 1748 16 3 5 1 1: % / % / 8 4 4 2 4 2 8 16 86 4
Nomura
() Global Markets Research 2019 1 21 () - NSC - NSC [email protected] +81 3 6703 3986 ( )() ()( )ROE( )( ) 5 (5%) Production Complete: 2019-01-21 06:55 UTC Appendix A-1 Nomura 2019 1 21 1.... 3 1.1...
Lipper Market Weekly 6,000 7,000 8,000 9,000 10,000 11,000 12,000 09/03/30 09/05/05 09/06/10 09/07/16 09/08/21 09/09/28 09/11/03 09/12/09 10/01/14 85 90 95 100 105 ( ) 01 2010/2/19 2010/2/12 2010/1/29
Nomura NOMURA NOMURA NOMURA NOMURA NOMURA
NOMURA () Global Markets Research NOMURA NOMURA 2016 10 13 - NSC [email protected] +81 3 6703 3986 - NSC [email protected] +81 3 6703 3986 饗 - NSC [email protected] +81 3 6703 3986 - NSC [email protected]
Nomura NOMURA NOMURA NOMURA NOMURA NOMURA
NOMURA () Global Markets Research NOMURA 2016 6 3 NOMURA - NSC [email protected] +81 3 6703 3986 饗 - NSC [email protected] +81 3 6703 3986 - NSC [email protected] +81 3 6703 3986 Appendix A-1
ANA 9202.T 9202 JP EQUITY: ,300 Buy 4 5 Buy QUICK 1, , PBR PER 20 RN Large Cap ,
ANA 9202.T 9202 JP EQUITY: 16.3 1,300 Buy 45 Buy45 7.6 16.3 QUICK 1,221 40 1,284 410 16.3 PBR 1.7 17.3 PER 20 RN Large Cap 16 16.3 46 64 1,284 46 61 64 8.0 1.5 13 6.716.3 12.2 12.3 0.4 4.8 25 20 1 8 15/3
総合チャート集（株価・為替・商品・金利・REIT等）
21 12 17 2 5 7 9 1 WTI NY S&P MLP S&P BDC 11 12 13 1 15 REIT 1 1 22, 21,37.3 2, 1, 1, 1, 12, 1,,, 2,1.51 22, 27 1 121 12 2 2, 1/9 2, 2,12. 27 1 121 12 2 3, 1/9 2,73.5 2, NY 3 1, 1, 1,, 9/3 7,173.1 / 2
Nomura ISM ISM FOMC 7 9 FOMC DI 4 DI DI 哨 2
FOREIGN EXCHANGE 4................................................. 2 1. 4.................. 3 4 10 2 PMDB PT 2................. 5 EU EU EU EU BOE Global Markets Research 2016 10 3 - NSC - NSC - NSC -
Annual Report 2015 アリアンツ生命保険の現状
Annual Report 215 [21441215331] Annual Report 215 Content 1 2 214 3 4 214 6 6 1 13 14 5 17 18 32 52 56 64 Annual Report 215 189125 78,5 284 2157 1 Annual Report 215 2153 URL Allianz Life Insurance Japan
CONTENTS 2012 2 Vol.65 No.2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~
2 2012 CONTENTS 2012 2 Vol.65 No.2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~ 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
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2 Vol. 27 1 1 2 2 4 Vol. 27 Contents 3 Vol. 27 2 01 02 03 04 14 24 28 37 38 4 Vol. 27.01 5 Vol. 27.01 6 Vol. 27 7 Vol. 27.01 8 Vol. 27.02 9 Vol. 27.02 10 Vol. 27 11 Vol. 27.02 12 Vol. 27 13 Vol. 27.02
The Emerging Markets Monthly PMI FOMC B/S 24 FOMC 5 23 B/S FRB B/S OPEC OPEC ZAR THB KRW MY
2017 6 1 The Emerging Markets Monthly... 2 CNY... 3 INR... 4 IDR... 5 KRW... 6 MYR 13 GDP... 7 PHP 13 GDP... 8 SGD... 9 THB... 10 VND... 11 RUB RUB... 12 ZAR... 13 TRY TRY... 14... 15 03-3242-7065 [email protected]
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23 211 1 17 1 1 9 8 29 9 3 1 6 +11% +6%+9% +1%+7% +9%+22% +17% +6%+62%+68% 7-9 GDP 4 2 2 1 1 - -1-1 -2-2 3 1DI 116 12 6 12 6 12 6 12 6 12 6 12 6 12 6 12 6 12 6 12 92 8 1. DI 2. 12 UFJ 1 12 9 2% 1 2 211
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1989 11 2008 9 20 GDP 3 5 30 10 IT IT ANZUS GDP 3 3 ( ) 2.5-5.5 IT 1 20 1989 11 9-1 - 1989 2008 9 25 19 GDP 20 5490 60 6890 3 2009.8.16 3 980 18 1270 5 1 1 29 18 25 21 5 1960 10 1989 20 20 60 2010 37 1997
Microsoft Word - 蝗ｳ・抵ｽ橸ｼ
890 1 2 3 1 2 3 4 5 1 3 1985 G5 Made in Japan 90 Made by Japan 25 1 EU 891 1 2 GM GDP 12 35 45 892 2 2010 GDP 2012 3 3 2005 2007 2008 3 3 65 3 3 3 893 1 2 TPP 2000 629 446 2011 880 1335 4 TPP 4 HP 2012
CPI PMI / PMI PMI 50 MSCI VIX CBRT CBRT 16 C
The Emerging Markets Weekly / 14 6 1 EU 15 4 3 10 16 EU ECB 2,500 10 3.10 17 10 16 BOTMPC 1.50 BOK BI 17 25 4.50 25 5.25 3.75 1.50 [email protected] [email protected] [email protected]
米国の利上げ見送りと日本の長期化した金融緩和
October vol. EY. : Contact EY [email protected]. P.. P.. P.. P. P. P. P.. P.. P.9. P. . 9 FRB PCE.% % OPEC FRB 9FOMC FRB CME Fed Watch -bp -bp -bp 9 月 月 月 月 月 月 年 年 < 利上げ時期 > CME Fed Watch EY 9 vol.
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4,650 4,492 9,142 2,603 2,691 5,294 4,391 4,226 8,617 3,685 3,861 7,546 3,290 3,359 6,649 5,539 5,728 11,267 4,013 3,763 7,776 4,075 4,054 8,129 3,206 3,379 6,585 3,483 3,319 6,802 2,565 2,808 5,373 3,141
平塚信用金庫の現況 2015
2015 1 2 3 1 2 3 4 5 6 7 1 2 3 4 5 8 9 @ A B C D E F G H I J K HK L M N O P Q R T R T S T U V W 1 2 3 4 5 6 E F C J I O M N K L H 8 7 G D 0 A 6 9 5
Microsoft Word - よくわかるDC制度の活用法（第４回目）修正版.docx
DC 4 DC DC DC 2 JIS&T NRK 2 JIS&T 1 1 3 NRK JIS&T 1 JIS&T DC 2 2 JIS&T DC 3 3 NRK DC Web Web Web DC 4 Web DC DC 35 15 15 35 25 10 15 30 5 6 7 8 18.3 21.4 1 1 12 26 11 18 1 9 DC DC DC 16 DC DC 10 TOPIX
% 32.3 DI DI
2011 7 9 28.1 41.4 30.5 35.8 31.9% 32.3 DI 18.2 2.4 8.1 3.5 DI 9.4 32.2 0.0 25.9 2008 1 3 2 3 34.8 65.2 46.753.8 1 2 8.82.9 43.1 10 3 DI 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
31, 21% 24, 17% 8, 5% 23, 16% 24, 16% 91, 62% 19, 13% 39, 27% 33, 23% 73 48 57 51 31 1 9 13.0% 7.4% 5.3% 12.5% 17.1% 13.2% 17.9% 4.5% 36.4% 56.5% 40.7% 36.8% 50.0% 67.1% 56.3% 65.8% 75.0% 26.0% 37.0%
37 27.0% 26 19.0% 74 54.0% 9 6.4% 13 9.2% 28 19.9% 26 18.4% 37 26.2%. 24 17.0% 99 69 75 59 39 1 6 4.5% 1.4% 7.7% 2.9% 25.0% 17.9% 20.8% 50.0% 41.7% 47.0% 51.4% 54.3% 61.5% 57.1% 55.6% 42.4% 50.0% 58.3%
2 DI 28 7 1 37 28 4 18 27 11 21 5 2 26 4 5 1 15 2 25 3 35 4 17 7 5 48 76 31 47 17 2 92 12 2 2 4 6 8 1 12 1 2 4 1 12 13 18 19 3 42 57 57 1 2 3 4 5 6 1 1 1 3 4 4 5 5 5.5 1 1.5 2 2.5 3 3.5 4 4.5 5
3 DI 29 7 1 5 6 575 11 751, 13 1,1,25 6 1,251,5 2 1,51,75 1,752, 1 2,2,25 2,252,5 2,53, 3,3,5 3,5 5 1 15 2 25 3 5 6 575 12 751, 21 1,1,25 27 1,251,5 9 1,51,75 1,752, 1 2,2,25 2 2,252,5 2,53, 2 3,3,5
23.9 26.0 20083 3 20074 200712 20093 3 20084 200812 20083 3 20074 200712 20093 3 20084 200812 5 5 SBI 2004 2005 2006 2007 2008 5 1 10 30,000 25,000 20,000 15,000 10,000 5,000 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
011-社会システム研究22_201-224岩田.indd
crises crisis GDP / ..... GDP GDP GDP GDP GDP ( GDP GDP GDP GDP GDP GDP NIES ASEAN BRICs GDP GDP GDP CO GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP GDP ASEAN NIES ASEAN
81 3 4 1 2 3 1991 1995 1984 1994 80 5 6 2012 3 1 1 1 6 8 1990 2 21 1,161 26 1,569 3 13 1,353 30 1,045 4 2 1,978 4 2 28,002 1 8 2 10 1 20,221 1991 3 18
1991 1995 26 1989 12 1991 1980 1991 1993 7 1.75 1994 1994 12 27 1995 2 0.5 1995 6 313 75 81 3 4 1 2 3 1991 1995 1984 1994 80 5 6 2012 3 1 1 1 6 8 1990 2 21 1,161 26 1,569 3 13 1,353 30 1,045 4 2 1,978
ソフォス ケイマン トラスト Ⅱ 米ドル建モルガン スタンレーグローバル プレミアム株式オープンケイマン諸島籍契約型外国投資信託 / 追加型 米ドル建米ドルヘッジクラス受益証券 / 米ドル建為替ヘッジなしクラス受益証券 販売用資料 お申込みの際には 必ず契約締結前交付書面 ( 投資信託
ソフォス ケイマン トラスト Ⅱ 米ドル建モルガン スタンレーグローバル プレミアム株式オープンケイマン諸島籍契約型外国投資信託 / 追加型 米ドル建米ドルヘッジクラス受益証券 / 米ドル建為替ヘッジなしクラス受益証券 販売用資料 2019.3 お申込みの際には 必ず契約締結前交付書面 ( 投資信託説明書 ( 交付目論見書 ) および補完書面 ) をご覧ください 投資信託説明書 ( 交付目論見書 )
相次いで打ち出される中国の消費振興策
289 216 1 (%) GDP 9 212 213 214 215 216 8 7 6 5 4 3 2 1 IMF IMF Emerging and Developing Asia IMF IMF World Economic Outlook Update, July 216 1 21 EU 23.7% 29.7% GDP 2 21 221 19.3% 6.5% 2.8% 31.% EU 19.%
無印良品のスキンケア
2 3 4 5 P.22 P.10 P.18 P.14 P.24 Na 6 7 P.10 P.22 P.14 P.18 P.24 8 9 1701172 1,400 1701189 1,000 1081267 1,600 1701257 2,600 1125923 450 1081250 1,800 1125916 650 1081144 1,800 1081229 1,500 Na 1701240
