Crisis Management for a Conflict with North Korea
This is the best North Korea conflict crisis support available today. Predict, plan, build, prepare, train, and test in the right way.
【北浜流一郎のズバリ株先見！】 ─ "世界のてっぺん"の礎となる重点投資分野！
Ichiro Kitahama’s Direct Stock Forecast! Key Investment Areas That Will Become the Foundation of the World’s Pinnacle
Yahoo Finance | Local Language | News | Dec. 1, 2025 | UndeterminedInvestor Sentiment
Ichiro Kitahama highlights the improving market environment after a period of uncertainty caused by mixed factors including negative news on U.S. AI semiconductor stocks, retreating rate-cut expectations, and tensions with China. He advises focusing on buying dips and rebounds particularly in stocks related to Prime Minister Takaichi’s administration policies and growth sectors, emphasizing that China-related risks have largely been priced into the market.
The Takaichi administration is implementing "high-pressure economic policy" measures to revive Japan’s economy through responsible fiscal expansion and promoting 17 priority investment fields selected by the Japan Growth Strategy Council. These fields represent national policy areas earmarked for government risk-taking and funding, aimed at boosting corporate investment, productivity, and growth. The selection of 17 fields references the historic Seventeen-Article Constitution to symbolize foundational reform.
The 17 priority fields span AI/semiconductors, shipbuilding, quantum tech, synthetic biology, aviation/space, digital/cybersecurity, content, food tech, energy security, disaster prevention/national land resilience, advanced medical care, fusion energy, critical materials, port logistics, defense, communications, and ocean industries. Kitahama emphasizes the growing importance of disaster prevention and national land resilience, noting renewed market attention due to recent large fires and government prioritization.
Specific stocks recommended within the disaster prevention and resilience theme include Nohmi Bosai and Hochiki, major players in fire alarms and firefighting equipment, Morita Holdings, a leading manufacturer of fire engines, and Teikoku Sen-i, a fire hose manufacturer expected to benefit from increased demand due to firefighting challenges. Additionally, general contractors like Kajima and firms such as Goyo Construction related to port logistics and infrastructure development are highlighted as promising investment opportunities aligned with national resilience efforts.