Yoji Takeda
Yoji Takeda
fed hurt longer period policy rising sentiment shifting slightly
Fed policy may be shifting slightly to a longer period of rising rates, and that will hurt sentiment for shares.
directly government market news positive sell
It's positive news the government didn't come directly into the market to sell its stake.
costs gone half margin material maybe second
Material costs have gone up. Maybe in the second half the margin has deteriorated a bit.
awareness lacks market needs
The TSE lacks awareness and alertness when the market is open. If something happens, there needs to be someone to make a decision. They should have halted that J-Com trade.
competition difficult dividends increase japanese price
It's difficult for Japanese utilities to increase dividends as price competition lowers rates.
banks business clout commercial gives impression mean political positive structural support
It gives the impression Koizumi wanted someone who has political clout and who can support his structural reforms. Merging or privatizing government-affiliated banks will be positive for commercial lenders and brokerages because it will mean more business for them.
banks confidence continuing fee growth income loans
There is long-term confidence for continuing growth in Japan's economy. Loans and fee income for banks should grow.