Hideo Arimura ( 10 of 10 )
Automakers are still cheap relative to their earnings outlook.
Automakers are still cheap relative to their earnings outlook.
Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high-quality read more
Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high-quality goods, such as Isetan, are good picks.
TDK faces a long-term struggle to get orders and take back market share, which they will probably lose because of read more
TDK faces a long-term struggle to get orders and take back market share, which they will probably lose because of Seagate's acquisition.
Speculation about an end to interest rate rises is strengthening more than ever. The central bank's minutes prompted buying of read more
Speculation about an end to interest rate rises is strengthening more than ever. The central bank's minutes prompted buying of electronics makers today.
Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the read more
Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the industry.
Lower rates on loans will create quite tough conditions for consumer lenders because interest income accounts for the majority of read more
Lower rates on loans will create quite tough conditions for consumer lenders because interest income accounts for the majority of their revenue. It's almost impossible to foresee clearly what their profits will be.
Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high- read more
Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high- quality goods, such as Isetan, are good picks.
Investor confidence about profits at exporters is getting much stronger for the coming fiscal year. The dollar's advance is a read more
Investor confidence about profits at exporters is getting much stronger for the coming fiscal year. The dollar's advance is a major support for the bullish outlook.
Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish read more
Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish outlook.
The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment read more
The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment all showing improvement. There are more than enough reasons to expect that domestic demand-related stocks will rise further.