Hideo Arimura

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.

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.

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.

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.