Yutaka Miura
Yutaka Miura
continue hold hope move reform watch
There's not disappointment here, but also nothing to move the market. We still hold out hope for reform and will continue to watch developments carefully.
data due friday industrial later output watch
There are things to watch later this week. Monthly CPI data is due on Friday and industrial output data on Wednesday.
drop highs internet looking oil prices recent start watched
Oil prices need to be watched closely, so any drop from recent highs will help. Even when it comes to the Internet companies, there's a sense that we need to start looking at the fundamentals again.
good looks sign slide stocks
The slide in U.S. stocks looks non-stop. This is not a good sign for Tokyo, especially for high-tech exporters,
concern fall further greater increases interest japanese natural overall overseas rate reduced shares
There's greater concern now about further U.S. interest rate increases and that will dampen the overall Japanese market. Natural resources-related shares may rise, but hi-tech and autos may fall on concern about reduced overseas demand.
hurt trend weaker
The trend is for a weaker dollar, which will hurt companies, especially exporters.
desire likely market move strong wait weaker
Basically, I think the desire to wait and see is very strong right now. That being said, U.S. stocks, especially the Nasdaq index, were weaker ... so the market is likely to move lower.
attracting foreigners increasing profits stronger threatens
While the stronger yen threatens to eat into the profits of exporters, it's also attracting foreigners by increasing their dollar-denominated return.
banking issues
It's pretty much up to how banking issues fare,
attractive hard seems shares situation
It's hard to find shares of exporters to be attractive when the situation in the U.S. seems pessimistic.
broad coming focus gains increases japanese likely move opinion posting stocks taking year
U.S. stocks started off the year posting broad gains on the opinion that interest-rate increases are coming to an end. Taking cues from that, Japanese stocks ... with a focus on high-tech issues, are likely to move higher.
due fall given korea last north rising step week
We should take a step back today, given rising tensions over North Korea and the subsequent fall in New York. And after rising last week for no fundamental reason, we may be due for a fall.
aggressive buying concerns economic fact growth hard ignore justify point reached starting
You can't ignore the fact that concerns about U.S. economic growth are starting to spread. We've reached a point where it's hard to justify aggressive buying from here.
concerns further inflation investors japan likely rate slide worries
There are some worries about inflation in the U.S. and the possibility of further rate hikes. Because of those concerns and the slide in U.S. shares, investors in Japan will likely take some profits.