You can't judge how corporate Japan is doing by just looking at the Nikkei's performance, the picture you see through the Nikkei and the one you see through the Topix are quite different. It reflects the reality that not every company has the blessings of Abenomics.

Yasuo Sakuma

Categorized in : Industrials

Nintendo is well-placed to boost its earnings with its other characters, such as Super Mario and Zelda and their potential is unknown.

After the market's recent strong gains, there seems to be some profit-taking.

Unless you have a portfolio that is similar to the Mothers Index, you could end up taking more risks by trading its futures, rather than hedging.

Banks have been hit hard, it's particularly serious for regional banks with low loan-deposit ratios, which may well act on pressure for restructuring.

It is a bit scary to buy here but we could see a sharp rebound as soon as next week. I wouldn't be surprised to see a 10 percent rise.

Macro drivers such as hopes of additional easing by the Bank of Japan and further depreciation of the yen, have become much weaker, foreign investors could become net sellers of Japan stocks on an annual basis for the first time since 2008.

We still need to be cautious, considering we're not seeing a bottoming out in orders.

We already knew the environment hasn't been good for manufacturing equipment orders, and not just at Yaskawa Electric, but we still need to be cautious, considering we're not seeing a bottoming out in orders.

Japanese stocks look well supported considering the slump in commodity prices and a seven-day losing streak in the U.S. Dow Jones average.

On the whole, the market is not in a bubble, but the tide may be changing from 'search for yield' to 'search for real growth'.