“Japan's economic revival is finally becoming self-sustaining. That has been the key to investor optimism on Japanese stocks, and I don't expect a let-up any time soon.”
“Lenders can make plenty of money as long as there is demand for loans. That's what we are starting to see. Real estate developers are also benefiting as demand increases.”
“We've got oil rising again and the yen strengthening, and that will trigger some selling in technology stocks as they have been the recent winners. We're going to see some investors locking in their recent gains.”
