Takashi Kamiya
Takashi Kamiya
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The Fed minutes were a positive surprise as investors hadn't anticipated an end to interest rate increases at the time of the meeting. With strong earnings results both at home and in the U.S., all the good news came out at the same time and encouraged investors to bet on stocks.
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A slowdown in the housing market suggests possible declines in consumption. That would be a negative factor for Japanese exporters.
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Real estate stocks have had a good run, but once interest rates start to rise, the present value of developers' future earnings will start decrease. Shipping lines are in for a tough time.
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All the economic indicators, including industrial production, are pointing to improvement. That will help bolster investors' confidence in the equity market.
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The fear is that foreigners have stopped buying. The yen's weakness has been a catalyst for people to get out of banks and into exporters.
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Once interest rates start to rise, the present value of developers' future earnings will start to decrease.
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We're seeing more signs of economic strength, so the recent drop provides a chance to buy.