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.

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.

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.

Automakers are still cheap relative to their earnings outlook.

Automakers are still cheap relative to their earnings outlook.