Cheaper oil prices will reduce inflation in the U.S. And that's quite positive for the U.S. Economy.
Takashi Kamiya
Foreign investors are buying Japan with confidence. With economic recovery in sight, the investment environment is quite good.
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All the economic indicators, including industrial production, are pointing to improvement. That will help bolster investors' confidence in the equity market.
confidence improvement market equity
Basically any Japanese stocks can be bought. Strong output is having a ripple effect on other things such as wages and consumption.
strong japanese things effect consumption
Real estate stocks have had a good run, but once interest rates start to rise, the present value of developers' future earnings will start decrease. Shipping lines are in for a tough time.
time future real present good start interest run rise
Once interest rates start to rise, the present value of developers' future earnings will start to decrease.
future present start interest rise
Shipping lines are in for a tough time.
time
The fear is that foreigners have stopped buying. The yen's weakness has been a catalyst for people to get out of banks and into exporters.
weakness people fear banks foreigners
Exporters are gaining as a strong start to holiday sales eased concerns over any sudden slowdown in the U.S. Economy, which has been a worry.
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positive economy oil inflation
A slowdown in the housing market suggests possible declines in consumption. That would be a negative factor for Japanese exporters.
negative market japanese consumption
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