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.

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.

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.