43 ordspråk av Soichiro Monji

Soichiro Monji

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 Gold and oil prices have risen to a level most people weren't expecting, supporting related company shares.

 Higher rates may dent demand for loans because lending growth in Japan is only just starting to recover.

 If you take a step back and think about it, it's too big a debt burden for Softbank, and there's no doubt that Softbank will use price discounts, which won't benefit their bottom line. It's definitely a sell at the moment.

 In the past, I think there had been low expectations for Kyocera's electronics parts business, so I think investors had gradually started to view it as one of the losers in the tech sector. In that sense, these earnings are a positive surprise.

 Increasing concern about the direction of monetary policy is a minus for the stock market. A stronger yen against the dollar also negatively affects exporters.

 It's been a very strong run and there are some concerns the market has gotten ahead of itself.

 Japan's economic revival is finally becoming self-sustaining. That has been the key to investor optimism on Japanese stocks, and I don't expect a let-up any time soon.

 Last year's surge was just too much. After the restriction news, it became easier for some investors to shift their money to technology stocks from property shares.

 Lenders can make plenty of money as long as there is demand for loans. That's what we are starting to see. Real estate developers are also benefiting as demand increases.

 Most of the risks lie with exporters right now. Companies say that the higher oil price is hurting demand.

 Most of the risks lie with exporters right now. Companies say that the higher oil price is hurting demand.

 Oil prices show no signs of declining anytime soon, which will have negative implications for shares.

 Positive economic news from the U.S. will send stocks higher at home. Technology stocks may become buying target.

 Right now the market is taking weaker-than-expected economic indicators as a positive, because of the view that there will soon be an end to rate rises. But I think the jobs data is likely to be stronger than expected, so it may weigh on U.S. stocks.

 Rising commodity prices are now becoming a concern, adding to speculation that U.S. rates will continue to rise. Yesterday's gain may also prompt some profit taking.


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