Hideo Arimura
Hideo Arimura
buying central interest makers minutes rate rises
Speculation about an end to interest rate rises is strengthening more than ever. The central bank's minutes prompted buying of electronics makers today.
advance bullish confidence investor major profits support
Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish outlook.
advance bullish coming confidence fiscal investor major profits stronger support
Investor confidence about profits at exporters is getting much stronger for the coming fiscal year. The dollar's advance is a major support for the bullish outlook.
consumer domestic economy employment expect figure latest reasons recovery rise showing solid stocks trend wages
The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment all showing improvement. There are more than enough reasons to expect that domestic demand-related stocks will rise further.
accounts almost clearly conditions consumer create foresee impossible income interest loans lower majority profits quite rates tough
Lower rates on loans will create quite tough conditions for consumer lenders because interest income accounts for the majority of their revenue. It's almost impossible to foresee clearly what their profits will be.
companies consumer department good holiday looked quality quite recovery reflecting sell stores year
Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high- quality goods, such as Isetan, are good picks.
cheap earnings relative
Automakers are still cheap relative to their earnings outlook.
bought expecting investors stocks surprised technology
Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the industry.