Mizuho Financial Group(US:MFG) Zhi Tong Cai Jing·2025-12-11 07:12Group 1 - Mizuho Financial Group's CEO expresses optimism about the investment banking business due to Japan's largest fiscal stimulus and the Federal Reserve's interest rate cuts [1][2] - The acquisition and integration of Greenhill & Co. is yielding positive results, allowing Mizuho to pursue large merger and acquisition deals again [1] - Mizuho ranks 22nd globally in merger advisory, with significant involvement in high-profile deals, including a $9.4 billion acquisition of Skechers USA Inc. [2] Group 2 - Major Japanese banks, including Mizuho, are expected to achieve record profits due to higher loan income from increased benchmark interest rates [3] - Mizuho has raised its profit forecast for the fiscal year ending in March, marking the second upward revision this year [3] - The Japanese stock market, particularly financial stocks, is performing well due to strong fiscal stimulus and rising shareholder return initiatives [3] Group 3 - The new Prime Minister's fiscal policies are expected to clarify Japan's economic growth path, despite concerns over rising public debt [4] - Mizuho anticipates that the Bank of Japan will raise interest rates this month, aligning with market expectations [4] - The USD/JPY exchange rate is projected to fluctuate between 145 and 150 yen, with the current rate at 155.64 yen [4] Group 4 - Mizuho is negotiating to acquire a stake in Avendus Capital Pvt. in India and aims to expand its presence in the Chinese market, focusing initially on the debt capital market [5] - The company plans to establish a wholly-owned securities firm in China, having received regulatory approval [5] - Mizuho has appointed a former Daiwa Securities executive to lead its new entity in China, indicating a commitment to this challenging market [5]