Hideo Arimura

Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish read more

Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish outlook.

Lower rates on loans will create quite tough conditions for consumer lenders because interest income accounts for the majority of read more

Lower rates on loans will create quite tough conditions for consumer lenders because interest income accounts for the majority of their revenue. It's almost impossible to foresee clearly what their profits will be.

Speculation about an end to interest rate rises is strengthening more than ever. The central bank's minutes prompted buying of read more

Speculation about an end to interest rate rises is strengthening more than ever. The central bank's minutes prompted buying of electronics makers today.

Automakers are still cheap relative to their earnings outlook.

Automakers are still cheap relative to their earnings outlook.

Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high- read more

Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high- quality goods, such as Isetan, are good picks.