Kathy Matsui
Kathy Matsui
Kathy M. Matsuiis chief Japan strategist for bankers Goldman Sachs. She was born in California in 1965. She was credited by Shinzō Abe, prime minister of Japan, with having coined the term "womenomics". She is a graduate of Harvard University and survived breast cancer in 2001. She is a TEDx speaker...
call cost driven fifth fiscal forecasts growth labor profit solid year
Our new fiscal year 2007 profit forecasts call for a fifth consecutive year of double-digit profit growth, driven by solid top-line growth as well as labor cost reductions.
concerns domestic ended external factors might surprised
I thought there might be more of a rise, but I'm not surprised (the Nikkei) ended lower. Domestic concerns are outweighing the external factors right now.
believe earnings given higher interest justified level lower momentum multiple premium rates
We believe that Japan's premium (price-to-earnings) multiple is justified given the lower level of interest rates and higher earnings momentum we expect.
argue attractive growth high japan rate though
We would argue Japan is still attractive even though its PE is high because of the growth rate of the E.