After this week's surprising drop, fundamentally sound stocks are now more attractive.

Demand in the machinery industry is quite strong, stronger than I expected. Higher rents are also a plus for large property developers, indicating that property demand is improving.

The view that borrowing costs in the U.S. will keep on rising is weighing on stocks.

We think [Sony's] electronics segment overall did better than management's expectations.

Restructuring is just a temporary improvement. Sony has to create innovation.

But now I know that it is very important that all buildings should be consistent, that this is the quality of the Gothic cathedral, for instance, that we like.