Hideo Arimura

TDK faces a long-term struggle to get orders and take back market share, which they will probably lose because of read more

TDK faces a long-term struggle to get orders and take back market share, which they will probably lose because of Seagate's acquisition.

Automakers are still cheap relative to their earnings outlook.

Automakers are still cheap relative to their earnings 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.

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

Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the read more

Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the industry.