Masaki Iso
Masaki Iso
buying driven economic expecting figures growth investors later mainly opportunity recent strong
It's a buying opportunity, especially after the recent sell-off, which was driven mainly by individuals. In Japan, investors are expecting strong economic growth figures later this week.
bet companies earnings economic increasing investors japanese report solid supported
Yesterday's earnings reassured investors they can bet on Japanese companies increasing profits. Many companies will report solid earnings, supported by the country's economic growth.
asset economic growth highlight plus policy prices recovery shift strength
The policy shift will highlight the strength of Japan's economic growth. A recovery in asset prices will be a big long-term plus for shares, especially for banks.
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.
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.
recovery
Right now, the large-cap recovery is very strong, while small-caps are vulnerable.
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.
continue demand increase makers profits remain steel supplies
Profits at steel makers will continue to increase because demand is rising, while supplies remain tight.
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.
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.
company putting
Nissan isn't the only company putting out conservative estimates.
concerned interest investors low rates rise supported
Low rates have supported equities globally, so investors are concerned interest rates will rise further.
companies cooling economy panic people realized selling
Much of the panic selling is over. People are cooling off and realized that the fundamentals of the economy and companies are still solid.
economy optimism shares
Much of the optimism about the economy has already been discounted into the shares and they're not cheap.