18 ordspråk av Kazunori Jinnai
Kazunori Jinnai
A positive outlook on the economy is boosting cyclical stocks today, and sectors like real estate are being bought.
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After their recent declines following a series of profit warnings, valuations for most of big name high-techs have come down to levels that look quite attractive to most investors.
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As long as Prime Minister Mori insists on staying, a gloomy mood will linger.
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Ever since the Nikkei component reshuffle, movements in major high-tech stocks have been dictating the key average... Investors will be looking for clues to a rebound in the earnings announcements by major technology firms that will be coming later this week.
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If the successor is somebody else (besides Koizumi), that would be little help for stocks.
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It's a tug-of-war between those who see the yen's strength as a sign of an economic recovery, and those who focus on the negative impact of the strong yen.
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Speculation mounted for a cut in Toshiba's earnings forecast, and the stock's fall sent other major electronics makers lower.
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The GDP data's initial impact was neutral.
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The market may feel more positively on the data from next week and onwards.
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The Nasdaq gains gave a gentle nudge higher to a market that was ready for a rebound after last week's losing spell.
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The selling will likely ease this month, but strong buying won't return for a while longer -- as long as U.S. markets are down.
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The timing of New York's rebound looks just right.
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The U.S. Federal Reserve's move to cut by 50 basis points was within expectations, but U.S. investors drew some optimism from it and so should we.
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There's very little good news to spur buying, but a slightly weaker yen gives support to exporters.
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These days, just about every major tech firm is raising its profit forecasts, generating rather strong demand.
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