28 Quotes by Masaki Iso
- Author Masaki Iso
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We've had a good year and I expect another good one in the next fiscal year.
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There is some concern that banks' earnings momentum will slow, so some investors have been shifting out of their shares.
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Sony is like a supertanker and it will take some time for Stringer to turn the ship around. They haven't developed any new products that are selling well and they've only started cost reductions.
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Right now, the large-cap recovery is very strong, while small-caps are vulnerable.
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Public business-related sectors such as utilities are the most negatively influenced by interest rates because their borrowing is very high.
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Profits at steel makers will continue to increase because demand is rising, while supplies remain tight.
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Bank stocks have become a core holding for foreigners because Japan's economic recovery is looking increasingly sustainable.
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It's a buying opportunity, especially after the recent sell-off, which was driven mainly by individuals. In Japan, investors are expecting strong economic growth figures later this week.
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Everyone seems to love bank stocks at the moment. Land prices are finally turning around, and with deflation near an end, Japan's recovery is well in place.
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