Bank stocks have become a core holding for foreigners because Japan's economic recovery is looking increasingly sustainable. |
Everyone seems to love bank stocks at the moment. Land prices are finally turning around, and with deflation near an end, Japan's recovery is well in place. |
I don't think this is an extreme fall. |
I'm bullish on bank shares, ... The banking business in Japan is becoming better and better. |
I'm bullish on bank shares. The banking business in Japan is becoming better and better. |
Investors' high sensitivity to quarterly results is moving the market. |
It is impossible to expect that things will improve in a short period of time at Sony, ... The company has only just begun a begun a real structural reform. |
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. |
Low rates have supported equities globally, so investors are concerned interest rates will rise further. |
Much of the optimism about the economy has already been discounted into the shares and they're not cheap. |
Much of the optimism about the economy has already been discounted into the shares. |
Much of the panic selling is over. People are cooling off and realized that the fundamentals of the economy and companies are still solid. |
Nissan isn't the only company putting out conservative estimates. |
Profits at steel makers will continue to increase because demand is rising, while supplies remain tight. |
Public business-related sectors such as utilities are the most negatively influenced by interest rates because their borrowing is very high. |