With the current currency level, it is really tough for investors to buy tech shares. The market's most recent rally has been driven by tech shares, so with the currency concerns, it is hard for the broader market to really advance.
Right now there are few market participants.... Investors don't know what may happen with the currency during the holidays.
The currency movement can't really be helped, considering the comments (by Fukui). This is something we'll want to pay attention to.