29 Quotes by Soichiro Monji
- Author Soichiro Monji
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The bright spot right now is the commodity stocks given the rising raw material prices.
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Although there weren't any sellers in this market about a week or ten days ago, supply-demand conditions deteriorated sharply.
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A stronger dollar will help support exporter shares, especially those of automakers.
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A back-to-back gain in orders will be a positive element for the market.
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Foreigners are selling and it seems that Japanese investors are also getting rid of stocks because they are worried about selling by foreigners.
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It's been a very strong run and there are some concerns the market has gotten ahead of itself.
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Increasing concern about the direction of monetary policy is a minus for the stock market. A stronger yen against the dollar also negatively affects exporters.
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In the past, I think there had been low expectations for Kyocera's electronics parts business, so I think investors had gradually started to view it as one of the losers in the tech sector. In that sense, these earnings are a positive surprise.
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Higher rates may dent demand for loans because lending growth in Japan is only just starting to recover.
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