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. |
There is some concern that banks' earnings momentum will slow, so some investors have been shifting out of their shares. |
We've had a good year and I expect another good one in the next fiscal year. |
Yesterday I think Softbank gained as investors saw this as part of its new growth strategy. But I think the price of the purchase is very much at a premium. |
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. |