Hideo Arimura

Automakers are still cheap relative to their earnings outlook.

Automakers are still cheap relative to their earnings outlook.

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.

The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment read more

The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment all showing improvement. There are more than enough reasons to expect that domestic demand-related stocks will rise further.

Investor confidence about profits at exporters is getting much stronger for the coming fiscal year. The dollar's advance is a read more

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

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.