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...
continued wait
As long as there's continued jitters in Nasdaq, we'll have to wait to see what happens.
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.
believe both female finally foster greater japan labor levels moving needs private progress public sector
While much more progress still needs to be made at both the public and private sector levels to foster greater female labor participation, we believe Japan is finally moving in the right direction.
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.
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.
attractive developed japanese relative remain
Japanese equities remain attractive relative to other developed markets.
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.
cause demand growing interest primary rates regarded rising
If the primary cause of rising interest rates is growing demand for capital, then this should be regarded as a 'good' rate rise.
actively becoming choice economic income increasing japanese lifestyle necessity portion result source women workforce
Out of economic necessity or as a result of lifestyle choices, an increasing portion of Japanese women are actively participating in the workforce and becoming a very important source of income and consumption growth.
actively becoming choice economic income increasing japanese lifestyle necessity portion result source women workforce
Out of economic necessity or as a result of lifestyle choices, an increasing portion of Japanese women are actively participating in the workforce and becoming a very important source of income and consumption growth.