Masaki Iso
Masaki Iso
business definitely hurt intel negative sentiment shares short technology texas
The negative business outlooks by Texas Instruments and Intel will definitely hurt sentiment for technology shares in the short term.
banking becoming bullish business japan shares
The banking business in Japan is becoming better and better. I'm bullish on bank shares for the long term.
bank banking becoming bullish business japan
I'm bullish on bank shares. The banking business in Japan is becoming better and better.
begun company expect impossible improve period short structural time
It is impossible to expect that things will improve in a short period of time at Sony, ... The company has only just begun a begun a real structural reform.
boost companies definitely earnings help momentum shares short technology
The earnings momentum for technology companies will definitely help boost their shares in the short term.
economy economy-and-economics investors japanese time
The Japanese economy is getting better and better all the time and that's why international investors have favored Japanese stocks.
economy optimism shares
Much of the optimism about the economy has already been discounted into the shares and they're not cheap.
borrowing influenced interest negatively public rates
Public business-related sectors such as utilities are the most negatively influenced by interest rates because their borrowing is very high.
among business cast doubt impact investors model true whether
The allegations, whether they are true or not, cast doubt among investors on the quick-growth business model of net-related companies, which will have a big impact on their shares.
concerned interest investors low rates rise supported
Low rates have supported equities globally, so investors are concerned interest rates will rise further.
extreme
I don't think this is an extreme fall.
bank core economic foreigners holding looking recovery stocks
Bank stocks have become a core holding for foreigners because Japan's economic recovery is looking increasingly sustainable.
cost developed products selling ship sony time turn
Sony is like a supertanker and it will take some time for Stringer to turn the ship around. They haven't developed any new products that are selling well and they've only started cost reductions.
recovery
Right now, the large-cap recovery is very strong, while small-caps are vulnerable.