Takashi Kamiya
Takashi Kamiya
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Basically any Japanese stocks can be bought. Strong output is having a ripple effect on other things such as wages and consumption.
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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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We can say we've put the worst of the asset bubble burst behind us. This is a big step.
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Shipping lines are in for a tough time.
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Exporters are gaining as a strong start to holiday sales eased concerns over any sudden slowdown in the U.S. economy, which has been a worry.
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Foreign investors are buying Japan with confidence. With economic recovery in sight, the investment environment is quite good.
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No matter when the BOJ scraps quantitative easing, the move should be considered positive because that shows the central bank sees Japan's economy as solid enough to bear that.
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Earnings have yet to catch up to the shares, which gained on anticipation that the economy will improve. That will keep a lid on shares in the short term.
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We're seeing more signs of economic strength, so the recent drop provides a chance to buy.
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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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Market sentiment is a bit negative now, but I'm a long- term bull when it comes to Japanese stocks. Getting away from zero rates will enable monetary policy to return to normal and shows the economy is finally back on track.
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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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Once interest rates start to rise, the present value of developers' future earnings will start to decrease.
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Cheaper oil prices will reduce inflation in the U.S. and that's quite positive for the U.S. economy.