【朝倉慶・日経平均は来年10万へ？】7万円突破は「序章に過ぎない」｜AI・半導体相場はバブルではない｜日銀の政策は「緩和的だ」

★Please subscribe and like!★    / @bungeishunju   〈Program Overview〉 "BUNSHUN MONEY SCHOOL," Bungeishunju's version of "Money School." This episode's theme is "The Outlook for Japanese Stocks and the Trap of Consumption Tax Cuts." We welcomed economic analyst Kei Asakura as our guest to discuss the outlook for the Nikkei average, driven by AI and semiconductor-related stocks, and the impact of rising stock prices, a weaker yen, and inflation on the Japanese economy. 〈Table of Contents〉 00:00 Opening 01:24 How to view the current Nikkei average market 05:18 Are AI and semiconductor-related stocks not a "bubble"? 12:26 The Nikkei average reaching 70,000 yen is just the beginning 14:38 Will the Nikkei average reach 100,000 yen "next year"? 18:03 Are AI and Semiconductor-Related Markets Healthy or Distorted? 21:17 The Japanese Economy After the Iran Shock *This program was recorded on June 22, 2026. Guests Kei Asakura | Economic Analyst Born in Saitama Prefecture in 1954. After graduating from Meiji University's Faculty of Political Science and Economics, he worked for a securities company before becoming independent. He gained attention when the late Yukio Funai introduced him as a "super professional in economic forecasting" in one of his books. In 2012, he established Asset Management Asakura, a financial intermediary business, and serves as its representative. MC Ryu Daniel Oda | Bungei Shunju PLUS Editorial Department Born in Yokohama City, Kanagawa Prefecture in 1998. Joined Bungei Shunju Ltd. in April 2022 and was assigned to the "Weekly Bunshun" editorial department. In July 2024, he moved to the "Bunshun Online" editorial department, and in December of the same year, to the "Bungei Shunju PLUS" editorial department. Half British, half Japanese, and a fan of YMO and Denki Groove. #NikkeiAverage #YenDepreciation #Inflation #Investment #BungeiShunjuPLUS