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.

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.

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.

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.