16 Quotes by Takashi Kamiya
- Author Takashi Kamiya
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We're seeing more signs of economic strength, so the recent drop provides a chance to buy.
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- Author Takashi Kamiya
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Shipping lines are in for a tough time.
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Basically any Japanese stocks can be bought. Strong output is having a ripple effect on other things such as wages and consumption.
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Market sentiment is a bit negative now, but I'm a long- term bull when it comes to Japanese stocks. Getting away from zero rates will enable monetary policy to return to normal and shows the economy is finally back on track.
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- Author Takashi Kamiya
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We can say we've put the worst of the asset bubble burst behind us. This is a big step.
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Exporters are gaining as a strong start to holiday sales eased concerns over any sudden slowdown in the U.S. economy, which has been a worry.
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Real estate stocks have had a good run, but once interest rates start to rise, the present value of developers' future earnings will start decrease. Shipping lines are in for a tough time.
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A slowdown in the housing market suggests possible declines in consumption. That would be a negative factor for Japanese exporters.
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Foreign investors are buying Japan with confidence. With economic recovery in sight, the investment environment is quite good.
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