Takashi Kamiya
Takashi Kamiya
earnings estate future good interest lines present rates shipping start stocks tough value
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.
earnings future interest present rates start value
Once interest rates start to rise, the present value of developers' future earnings will start to decrease.
declines factor housing japanese market negative possible
A slowdown in the housing market suggests possible declines in consumption. That would be a negative factor for Japanese exporters.
bolster confidence economic equity help including industrial pointing
All the economic indicators, including industrial production, are pointing to improvement. That will help bolster investors' confidence in the equity market.
banks catalyst fear foreigners people stopped weakness
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.
chance drop economic provides recent seeing signs
We're seeing more signs of economic strength, so the recent drop provides a chance to buy.