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. |