Foreign investors in particular are selling large-cap technology stocks like Sony. No one's worried about the fundamentals of individual companies, though. It's just that demand for international names is running very dry.
Hidenori Kawasaki
Related Investors are avoiding large-cap technology shares before Friday's SQ and GDP. Instead, they are pic... HIROSHI SATO There's a lot of concern about the economy growing slowly, and investors are really looking for the ... CLAUDIA MOTT The fundamentals for technology stocks are very positive. GREG HYMOWITZ You want to be diversified with large-cap stocks, like the ones on the New York Stock Exchange, smal... MARK MASELLI The large-cap stocks tend to be the ones that are most interest rate sensitive. BILL SICKLES Gainers outnumber losers and sentiment is not bad. But investors are keeping away from large-cap tec... MASAFUMI NAKAYAMA The large cap tech stocks in particular are really looking very, very attractive right now. At the m... GRACE FEY Investors need to be focused on buying bonds for the diversification benefits to stocks. If you are ... MARIO DEROSE It's a natural step for the larger technology companies to expand via acquisition, it makes sense. T... EDWARD HEMMELGARN The Chinese government is establishing high-technology standards that differ from international stan... DENNIS FERNANDEZ Stocks are down slightly because investors are worried about two things, ALEX TANG There's not much buying interest in the market, as investors are worried that more companies with po... GRACE LIN People are questioning the underlying fundamentals of (technology stocks). JOSEPH MCALINDEN The market's upside is very limited and we don't expect any particular big-cap stocks to lead the ma... ALEX HUANG Foreign companies are mostly worried about the possibility of rising costs. CHRISTIAN DOERINGER Is that because of day trading, or is it just that [investors] picked the wrong stocks, ... They're ... HARVEY HOUTKIN What makes it a problem, regardless of why, is that smaller companies are the ones who have fewer de... ANDREW LOCHART A lot of people are starting to realize they need to diversify more than simply holding large cap st... GUS SAUTER The market is selling off because the fundamentals are weak and the stocks are overvalued. DAVID BEARD We don't play around in the tiny cap stocks that have technology and not much revenue -- the hope st... BEN WALKER It's just 30 stocks, ... It is generally positive, but overall it doesn't change the position of ins... GUS SAUTER For overseas investors, who bought large volumes of stocks last year, Japanese equities are no longe... HIROSHI CHANO There are a lot of bargains out there in large-cap growth stocks. BRIAN GENDREAU The core information technology issues are weighed down because selling by individual investors who ... TETSUYA ISHIJIMA We think it's time for investors to be cautious about technology stocks, EDWARD JONES We think it's time for investors to be cautious about technology stocks. ALAN SKRAINKA There's uncertainty in the market and investors are looking to large-cap shares for relative safety. MASATOSHI SATO In the last two or three days, some of these issues, including steel makers ... advanced very quickl... TAKAHIKO MURAI We have a bunch of good news today. First, foreign investors took a cue from strong earnings here an... KAZUHIRO TAKAHASHI I think it very difficult for individual investors to be aware of a huge number of micro cap firms. BOB KERN The fact that investors are chasing commodity stocks on the back of higher oil prices, instead of se... HITOSHI YAMAMOTO Investors are actually willing to pay a premium for stocks of companies that have a governance frame... BRIAN CLEARY The tobacco companies are not worried about individual smoker cases -- they have beaten them for 50 ... MIKE MOORE Technology stocks were bought as some news, like that about Toshiba today, surprised investors who w... HIDEO ARIMURA Investors are realizing they oversold last week. Tokyo stocks are still very much at the mercy of th... HIDENORI KAWASAKI These industries are interdependent but very separate. It's very tough for technology companies to b... MICHAEL WOLF Buying momentum for stocks is shrinking. Overseas investors are pulling their money out of Japanese ... HAJIME YAGI The stocks that have been successful are the ones that have reached a very large scale which is to s... JAMES PREISSLER Investors are becoming extremely prejudiced about fundamentals. There's no conviction and volume is ... ASH RAJAN Foreign investors are stepping up purchases of Japanese stocks and that is the main reason the marke... KOICHI SEKI There is large cap, mid cap, small cap. There is also a “BHANGAAR CAP”. More than 4000 out of 60... VIJAY KEDIA It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe... MITSUSHIGE AKINO There's no skirting the issue, ... International sales are a major revenue source for technology com... PAUL WEAVER The correction has been triggered by large-scale selling by foreign institutional investors in secto... DEEPAK SHAH The fundamentals for these kind of stocks are very promising with the healthy economic growth prospe... FERDI HEYNEKE That's why we're recommending in the EMP group that people look for stocks that haven't run up with ... LEWIS ROPP The overall background is positive for Brazil, foreign investors are going in, and investors have a ... CARLIN DOYLE It shows that foreign investors have increasing trust in Russian companies. ALEXANDER ZHUKOV After recent Nasdaq falls, Taiwan investors now are worried about the third-quarter profit performan... ALBERT LIN Overseas investors are selling their Nikkei stocks. This is yen negative for sure. Sliding share pri... TETSU AIKAWA Brazil has never been more attractive to foreign investors. The fundamentals of Brazil are solid, an... GUIDO MANTEGA I have had numerous interviews with reporters who called looking for quotes about tech bargains. I a... BILL NYGREN For Singapore, it bodes well for its efforts to be a hub for Southeast Asia, offering companies inte... NICHOLAS YEO External factors are out of the market's focus. Investors are now only interested in individual comp... SUSUMU ABE I think it's foreign investors who are aggressively buying banking stocks now ... in order to factor... KOICHIRO SUZUKI Sony and Sanyo are coming up with more aggressive restructuring. But investors are now buying compan... MITSUSHIGE AKINO Sony and Sanyo are coming up with more aggressive restructuring. But investors are now buying compan... MITSUSHIGE AKINO Half of Google's revenue comes from selling text-based ads that are placed near search results a... ERIC SCHMIDT I'm very worried about the supply-demand balance, which is very tight. GEORGE SOROS Although investors have basically had their fill of energy stocks, the fundamentals still point to a... DAVID MENLOW We left fundamentals, and only momentum began driving up the stocks, ... The binge had very little t... DANIEL PERIS Some technology stocks are being cut because of concern that high oil prices and rising interest rat... SIMON CHAO Strong demand for digital consumer electronics such as flat panels and mobile phones is helping to m... KOJI UCHIDA This is a trend of foreign companies that are drawn to the very lucrative and very large China marke... SHARON HOM I think that the failures of Enron and WorldCom and other companies are partially failures of invest... ARTHUR LEVITT Apple's results are going to put a damper on stocks this morning. Investors are worried that it may ... GIRI CHERUKURI I would say start with some of the core holdings in technology. I think the technology stocks that w... ELIZABETH MACKAY Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in ... CODY ACREE Trading volume is increasing at a faster pace than in the previous few sessions. Investors are locki... HIROYUKI FUKUNAGA Earnings had been very good, 22 percent for the S&P and about 32 percent for technology in general. ... LARRY SIEBERT Stocks do look well supported. (But) there are a large number of signals suggesting that markets hav... ANDREW MILLIGAN Online usability of financial disclosures is essential for investors to easily stay informed about t... DOMINIC JONES There is a lack of innovation, lack of reinvestment, and lack of news in the category. We're not rec... TIMOTHY RAMEY The large-cap stocks tend to be the ones that are most interest rate sensitive. With the changes at ... BILL SICKLES Quite frankly, you've had a lot of companies that came public too early. In markets where we've had ... CAREN TAYLOR Foreign investors tend to be worried when there is talk of impeachment because they don't always und... PETER CANELO I saw it as a very upbeat report. There is no fundamental reason for investors to be selling. PETER JANKOVSKIS Local fund investors bid up steel stocks, as they had a lot of idle money after unloading technology... DAVID LI I'm more bullish technology than I've been in a while. Chip stocks are in the right place. There's b... ANDY BROUGH China is looking to foreign companies, including Microsoft, as sources of technology. NICHOLAS LARDY An increasing number of Chinese pharmaceutical companies, in particular privately-owned firms in coa... CUI BIN I'm more bullish in technology than I've been in a while. Chip stocks are in the right place. There'... ANDY BROUGH This conglomerate concept doesn't work, there is no synergy - just a bunch of people spending a larg... CARL ICAHN Raising profit thresholds are in line with the regulator's pledge to help good-quality companies rai... LI ZHI Foreign selling seems to be behind sharp losses in some stocks like Matsushita. It's no secret they ... MASAYOSHI OKAMOTO A few alternative-energy companies are going after the right markets but that doesn't mean you shoul... SANJAY Sony is a clear leader in the digital camera and camcorder categories. As Sony continues to develop ... CHRIS CHUTE I'm more bullish on technology than I've been in a while. Chip stocks are in the right place. There'... ANDY BROUGH The fact that there is internal conflict (at Sony) is hardly good for investors' trust. HIROYUKI NAKAI I think the small to mid-cap companies are the ones really acting well. You're seeing a broadening o... ANTHONY CONROY Investors are recognizing the fundamentals are still terrific, ... Profits are sound, the economy is... JOSEPH COHEN When IT (information technology) issues and other large-cap issues are down, the Nikkei cannot help ... KAZUNORI JINNAI We don't believe this is any major result of a fear of large cap stocks. It's the idea you should ha... GUS SAUTER Our employees are the ones that we're worried about. KAMIKA SMITH I'd use the market dips as an opportunity to get into quality companies. There are a lot of good sto... ALAN HOFFMAN We are about to move into a new phase when Russian state-controlled energy companies are opened for ... CHRIS WEAFER While broadcast reporters worried about dangers of foreign firms running American ports, they paid n... DAN GAINOR The environment is very good now. While in fact I'm less exuberant about the large stocks I think th... LOUIS HOLLAND Investors are particularly concerned about the long-term financial viability of coal-burning power p... LESLIE LOWE Japanese individual investors continue to shun risk, and the notion of putting money into foreign as... DAVID GILMORE
More Hidenori Kawasaki
The current trend is to lock in profits from technology issues and shift money to defensives. HIDENORI KAWASAKI My feeling is that the market's in the process of recovery but it's going to take more time for the ... HIDENORI KAWASAKI The recent drop was mainly due to a downtrend in New York, especially that in the technology sector.... HIDENORI KAWASAKI Nobody is yet confident about buying up the market. HIDENORI KAWASAKI Investors are realizing they oversold last week. Tokyo stocks are still very much at the mercy of th... HIDENORI KAWASAKI Sentiment has not weakened significantly, and there's plenty of demand out there for stocks like Tei... HIDENORI KARAKI Bonds will probably stay lower as traders may prepare for the auction. Bonds also will be capped by ... HIDENORI SUEZAWA Purchases by the public pension fund will become a stabilizer for the market. The fund will be a ste... HIDENORI SUEZAWA The pension fund will probably invest most of its allocation in domestic debt because Japanese stock... HIDENORI SUEZAWA Month-end demand is gone now that we're in a new month and what we're seeing is unwinding of recent ... HIDENORI SUEZAWA The faster decline in the GDP deflator could prompt government calls to forestall an early end to qu... HIDENORI SUEZAWA That's likely where yields will be headed toward April. HIDENORI SUEZAWA Yields will rise as the market prices in a policy change. HIDENORI SUEZAWA Bonds may find it difficult to rise as stocks are looking strong toward the year-end. Japan may have... HIDENORI SUEZAWA The trend is for higher yields given the outlook for economic growth. Consumer prices will probably ... HIDENORI SUEZAWA The survey shows Japan's recovery is strengthening considerably. HIDENORI SUEZAWA The market is losing reasons to buy the dollar. The end of an interest-rate-driven market may be dra... HIDENORI KATO There's a sense of uncertainty in the market about the outlook of both the U.S. economy and interest... HIDENORI KATO The focus is on the jobs data. The market is having second thoughts about its previous consensus tha... HIDENORI KATO Ahead of the Fed meeting, you can't expand your positions aggressively. HIDENORI KATO Techs had been leading Tokyo's recent advance along with banks. Even though growth potential is brig... HIDENORI KARAKI This may be good for Asahi, but it doesn't change weak economic fundamentals and the fact that no vi... HIDENORI KARAKI Some of the Kmart issue was worked in during the previous session. The data out of the U.S. still po... HIDENORI KARAKI The Nasdaq ended mostly unchanged last Friday, and some investors bet it was a good chance to hunt f... HIDENORI KARAKI (The strong) yen is responsible for today's decline. Electronics shares, for example, would have per... 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