Related
Japanese investors are buying overseas assets, seeking higher yields than at home. This trend will r...
KAZUHIRO NISHINA Investors are confident the dollar will remain strong against the yen for the time being on the pros...
HIDEAKI KURIMOTO For the yen it's much to do with oil prices. High oil prices are an unambiguous negative for all Asi...
DAVID MANN The drop in the yen is a source of inflationary pressure. It will weigh on bonds.
JUN FUKASHIRO I think the predominant focus was on the fall in the Nikkei, and the sharp drop in the Nikkei took t...
MIKE MALPEDE A strong yen is a minus for Japanese stocks. In addition, a slump in the Nasdaq is negative for Japa...
YUTAKA MIURA Japanese institutional investors seem to have sought returns by selling dollar-denominated assets. T...
TOMOKO FUJII Flows should turn into a positive for the yen because domestic investors won't take funds abroad. It...
BENEDIKT GERMANIER Expectations foreign investors will keep putting more money into Japanese equities are supporting th...
TETSU AIKAWA The fact that investors are chasing commodity stocks on the back of higher oil prices, instead of se...
HITOSHI YAMAMOTO The markets care about comments by Japanese high-ranking officials, especially after the G-7 meeting...
TETSU AIKAWA We are looking for 110 yen in three months, and we could well hit 100 yen later this year.
JENS NORDVIG H-share valuations are quite expensive and heavy profit taking will continue ahead of earnings annou...
ANTONY MAK Promising to float stocks at a premium means if companies want to sell more stocks, they must ensure...
LI ZHI When the yen falls against the dollar it changes the appetite of Japanese investors for U.S. bonds. ...
DAVID GOLDMAN Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
MITSUSHIGE AKINO Fundamentals will determine the level of dollar-yen, and the fundamentals still argue for a higher d...
ALLISON MONTGOMERY Mazda is gaining on new models that are selling really well, lower production costs from platforms s...
KOJI ENDO There's still grave concerns about the Japanese economy, which should prove negative for the yen.
JOE FRANCOMANO The Nikkei's rise since July has had limited impact on the yen's upside, but for the moment anyway, ...
KIKUKO TAKEDA The Nikkei's rise since July has had limited impact on the yen's upside, but for the moment anyway, ...
KIKUKO TAKEDA Share prices fell in knee-jerk reaction to a retreat on Wall Street overnight. Investors also took a...
TOSHIHIKO MATSUNO As oil prices go below $60 per barrel, it should translate to yen strength. I think we are far close...
BORIS SCHLOSSBERG The dollar's average break-even level for Japanese manufacturers is estimated at 115.32 yen for the ...
MASAAKI HIGASHIDA The move in the yen has spilled over on the perception the dollar will continue to gain as the Fed k...
CARSTEN FRITSCH Buying momentum for stocks is shrinking. Overseas investors are pulling their money out of Japanese ...
HAJIME YAGI The end of quantitative easing will definitely be yen positive. Government bond yields are going to ...
QING WANG A rapid gain in the yen will probably lower bond yields. The yen rose to a quite high level.
EIJI DOHKE Some of the Asian currencies are following the yen. As the yen goes stronger, then there's some trad...
CRAIG CHAN The question is: Is it economic recovery or government spending [that has boosted the yen recently]?...
LEE FERRIDGE The trend for firm longer bonds and weak shorter debt will continue this month. Investors feel safer...
YOSHIHIRO GAKE An increase in purchases by overseas investors is a reason for bonds to rise. It will assure investo...
KOJI MORI I think the yen will continue to fall for the time being. But later next year, things will change ah...
FUMIHIKO KAWANO I think the fact that every time we've gone below 114 yen (on dollar/yen) we've bounced back higher,...
DEREK HALPENNY We have fear of higher oil prices and the lower dollar against the yen.
CHARLES REINHARD This trading is based on yen-dollar and the jittery stock market.
EDWARD KEMPF Investors have started selling real estate stocks on speculation higher interest rates in Japan will...
TSUYOSHI SHIMIZU The yen has been a definite influence on Asian currencies. Korea definitely has one eye on the yen. ...
GREG GIBBS The absence of any reference to the yen opens the way for dollar-yen to go up toward 125.
KIT JUCKES For overseas investors, who bought large volumes of stocks last year, Japanese equities are no longe...
HIROSHI CHANO A weaker yen, and platinum futures prices trading above Yen 4,000/g, made the commodity 'very safe' ...
TATSUO KAGEYAMA It's really the yen driving Asian currencies higher. Asia is all about competitiveness, so all these...
JAN LAMBREGTS The unexpectedly strong result is likely to prompt yen buying particularly from foreign investors wh...
TATSURO KARITANI Japan is really the industrialized country most heavily dependent on oil imports, ... so the most di...
ASHRAF LAIDI There isn't much downside for oil stocks right now, and oil is strategic for China. Investors will c...
LIU YANG They're going to repeat their optimism on the state of the economy. People are expecting rate increa...
ARMIN MEKELBURG This is the first clear warning in a very long time by the U.S. that Japan should not cap the rise i...
CALLUM HENDERSON The markets would like to see some statement that the G7 are quite happy with the dollar-yen rate an...
ADRIAN SCHMIDT Some investors focused on domestic demand-led sectors, while high-tech firms appeared to be weaker d...
MITSUSHIGE AKINO I look at where the stocks are selling and I look at their [return on equity averages] and I'm hard ...
CATHERINE MURRAY Selling pressure on tech sector is relatively heavy as investors continue to unload their holdings d...
JEFFREY CHENG The yen is a yardstick for sentiment. We think that Japan is having a bad situation, so you sell Jap...
MARC DESMIDT The news augurs well for the Japanese economy as confidence is now spreading through the full spectr...
BORIS SCHLOSSBERG For 2007, our goal is to produce 15 percent to 16 percent growth in operating earnings per diluted s...
DAN AMOS The big issue is what happens to the yen, as weakness in the yen can hurt the industry as a whole.
DOMENICO DE SOLE The yen will weaken some more. There is no need to raise rates.
DALE THOMAS The yen is the cheapest it has been for 20 years and will inevitably regain ground.
CALLUM HENDERSON Japanese investors have just started kicking in offshore investment at the beginning of the new fisc...
HIDEKI HAYASHI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI Shipping stocks are still considered cheap because most investors are still unaware of their busines...
ARIEF BUDIMAN Today's decision means the end of zero interest rate policy is coming closer. Less liquidity is avai...
CARSTEN FRITSCH I've been light on personal computer stocks for some time because of the secular trend which I think...
PAUL MEEKS The only way out for Japan is to see the yen weaken.
ANDREW CHAVERIAT Every negative development in the oil price slams the energy stocks. Oil companies are increasingly ...
JAN LEROY The comments by Tim Adams were a bombshell. This is the first clear warning in a very long time by t...
CALLUM HENDERSON The end of quantitative easing is not positive for the yen at all, and the market is likely to find ...
TORU UMEMOTO Concerns that direction could be a firming of the yen has investors a bit wary of holding export-ori...
MASAYOSHI OKAMOTO Fukui will probably reiterate prospects for steady economic recovery. Even if Fukui says the same th...
ETSUKO YAMASHITA Investors do seem to be comfortable with the Koizumi agenda. The fact that there are ever clearer si...
IAN STANNARD There's a division in the market between whether to sell the yen and buy the dollar on the Nikkei's ...
KOTARO KUNIMOCHI Everybody knows they (investors) want to buy high yielding currencies and the yen still seems like t...
LARA RHAME We will see the strength in equities helping out the yen.
JOHN HORNER Buying stocks is becoming fashionable. People are selling their houses and cars to buy stocks.
NASHWA SALEH The Japanese economy is making its most serious attempt not to disappoint. The yen will strengthen.
MANFRED WOLF As the A-share door opens for overseas investors, the existence of B shares appears to be unnecessar...
ZHANG QI Strong economic figures will confirm the Japanese economy is doing better, reinforcing expectations ...
ETSUKO YAMASHITA There's this building case that the BOJ will be changing policy soon. That's the trigger we've been ...
ADRIAN FOSTER A positive nationwide core figure will trigger relieved yen-buying.
ETSUKO YAMASHITA These stocks which usually benefit from a weak yen couldn't react to it yesterday because the overal...
HIROSHI SATO We've seen dollar/yen slip on that China comment.
BRIAN DOLAN The figures are not so bad and modestly yen positive. The Bank of Japan is on a solid track toward a...
TOMOKO FUJII We still think the yen is going to weaken further.
BOB LYNCH Everything they have said suggests (Japan) will not (step in to weaken the yen).
ANNE MILLS we will always take appropriate steps against an excessively strong yen.
HARUHIKO KURODA The key for Asia is going to be the yen. As long as the yen stays about where it is or weakens a lit...
MAUREEN MCFARLAND Oil damps growth everywhere but the high oil price may well be hurting Asia and Japan a lot more. Oi...
ADRIAN SCHMIDT![]()
We believe the yen will weaken substantially into the first quarter of 2001,
DAVID GILMORE Motorists have not seen the end of price increases. Investors are buying into crude and gasoline fut...
CAROL THORP Tech and telecom stocks are down following overseas markets. Old-economy stocks will perform better.
ALAN PAU We are having a negative bout in stocks, especially U.S. stock markets, and that is making investors...
ALEXANDRE VASARHELYI Investors are more sensitive to negative headlines after seeing interest rates and oil prices rise.
HIROSHI CHANO Unlike past national elections, it seems swing voters in urban areas are supporting the LDP this tim...
TORU UMEMOTO As the market starts to think about the possibility of raising rates, it should support the yen. We ...
BRIAN GARVEY In reality the economic news is still pretty ropey. On the yen, I am bearish.
ADRIAN SCHMIDT In reality, the economic news is still pretty ropey. On the yen, I am bearish.
ADRIAN SCHMIDT After gaining for four straight sessions, investors are concerned that the Nikkei has risen too quic...
KATSUHIKO KODAMA The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yu...
IRENE CHEUNG He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII
KAZUHIRO NISHINA Investors are confident the dollar will remain strong against the yen for the time being on the pros...
HIDEAKI KURIMOTO For the yen it's much to do with oil prices. High oil prices are an unambiguous negative for all Asi...
DAVID MANN The drop in the yen is a source of inflationary pressure. It will weigh on bonds.
JUN FUKASHIRO I think the predominant focus was on the fall in the Nikkei, and the sharp drop in the Nikkei took t...
MIKE MALPEDE A strong yen is a minus for Japanese stocks. In addition, a slump in the Nasdaq is negative for Japa...
YUTAKA MIURA Japanese institutional investors seem to have sought returns by selling dollar-denominated assets. T...
TOMOKO FUJII Flows should turn into a positive for the yen because domestic investors won't take funds abroad. It...
BENEDIKT GERMANIER Expectations foreign investors will keep putting more money into Japanese equities are supporting th...
TETSU AIKAWA The fact that investors are chasing commodity stocks on the back of higher oil prices, instead of se...
HITOSHI YAMAMOTO The markets care about comments by Japanese high-ranking officials, especially after the G-7 meeting...
TETSU AIKAWA We are looking for 110 yen in three months, and we could well hit 100 yen later this year.
JENS NORDVIG H-share valuations are quite expensive and heavy profit taking will continue ahead of earnings annou...
ANTONY MAK Promising to float stocks at a premium means if companies want to sell more stocks, they must ensure...
LI ZHI When the yen falls against the dollar it changes the appetite of Japanese investors for U.S. bonds. ...
DAVID GOLDMAN Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
MITSUSHIGE AKINO Fundamentals will determine the level of dollar-yen, and the fundamentals still argue for a higher d...
ALLISON MONTGOMERY Mazda is gaining on new models that are selling really well, lower production costs from platforms s...
KOJI ENDO There's still grave concerns about the Japanese economy, which should prove negative for the yen.
JOE FRANCOMANO The Nikkei's rise since July has had limited impact on the yen's upside, but for the moment anyway, ...
KIKUKO TAKEDA The Nikkei's rise since July has had limited impact on the yen's upside, but for the moment anyway, ...
KIKUKO TAKEDA Share prices fell in knee-jerk reaction to a retreat on Wall Street overnight. Investors also took a...
TOSHIHIKO MATSUNO As oil prices go below $60 per barrel, it should translate to yen strength. I think we are far close...
BORIS SCHLOSSBERG The dollar's average break-even level for Japanese manufacturers is estimated at 115.32 yen for the ...
MASAAKI HIGASHIDA The move in the yen has spilled over on the perception the dollar will continue to gain as the Fed k...
CARSTEN FRITSCH Buying momentum for stocks is shrinking. Overseas investors are pulling their money out of Japanese ...
HAJIME YAGI The end of quantitative easing will definitely be yen positive. Government bond yields are going to ...
QING WANG A rapid gain in the yen will probably lower bond yields. The yen rose to a quite high level.
EIJI DOHKE Some of the Asian currencies are following the yen. As the yen goes stronger, then there's some trad...
CRAIG CHAN The question is: Is it economic recovery or government spending [that has boosted the yen recently]?...
LEE FERRIDGE The trend for firm longer bonds and weak shorter debt will continue this month. Investors feel safer...
YOSHIHIRO GAKE An increase in purchases by overseas investors is a reason for bonds to rise. It will assure investo...
KOJI MORI I think the yen will continue to fall for the time being. But later next year, things will change ah...
FUMIHIKO KAWANO I think the fact that every time we've gone below 114 yen (on dollar/yen) we've bounced back higher,...
DEREK HALPENNY We have fear of higher oil prices and the lower dollar against the yen.
CHARLES REINHARD This trading is based on yen-dollar and the jittery stock market.
EDWARD KEMPF Investors have started selling real estate stocks on speculation higher interest rates in Japan will...
TSUYOSHI SHIMIZU The yen has been a definite influence on Asian currencies. Korea definitely has one eye on the yen. ...
GREG GIBBS The absence of any reference to the yen opens the way for dollar-yen to go up toward 125.
KIT JUCKES For overseas investors, who bought large volumes of stocks last year, Japanese equities are no longe...
HIROSHI CHANO A weaker yen, and platinum futures prices trading above Yen 4,000/g, made the commodity 'very safe' ...
TATSUO KAGEYAMA It's really the yen driving Asian currencies higher. Asia is all about competitiveness, so all these...
JAN LAMBREGTS The unexpectedly strong result is likely to prompt yen buying particularly from foreign investors wh...
TATSURO KARITANI Japan is really the industrialized country most heavily dependent on oil imports, ... so the most di...
ASHRAF LAIDI There isn't much downside for oil stocks right now, and oil is strategic for China. Investors will c...
LIU YANG They're going to repeat their optimism on the state of the economy. People are expecting rate increa...
ARMIN MEKELBURG This is the first clear warning in a very long time by the U.S. that Japan should not cap the rise i...
CALLUM HENDERSON The markets would like to see some statement that the G7 are quite happy with the dollar-yen rate an...
ADRIAN SCHMIDT Some investors focused on domestic demand-led sectors, while high-tech firms appeared to be weaker d...
MITSUSHIGE AKINO I look at where the stocks are selling and I look at their [return on equity averages] and I'm hard ...
CATHERINE MURRAY Selling pressure on tech sector is relatively heavy as investors continue to unload their holdings d...
JEFFREY CHENG The yen is a yardstick for sentiment. We think that Japan is having a bad situation, so you sell Jap...
MARC DESMIDT The news augurs well for the Japanese economy as confidence is now spreading through the full spectr...
BORIS SCHLOSSBERG For 2007, our goal is to produce 15 percent to 16 percent growth in operating earnings per diluted s...
DAN AMOS The big issue is what happens to the yen, as weakness in the yen can hurt the industry as a whole.
DOMENICO DE SOLE The yen will weaken some more. There is no need to raise rates.
DALE THOMAS The yen is the cheapest it has been for 20 years and will inevitably regain ground.
CALLUM HENDERSON Japanese investors have just started kicking in offshore investment at the beginning of the new fisc...
HIDEKI HAYASHI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI Shipping stocks are still considered cheap because most investors are still unaware of their busines...
ARIEF BUDIMAN Today's decision means the end of zero interest rate policy is coming closer. Less liquidity is avai...
CARSTEN FRITSCH I've been light on personal computer stocks for some time because of the secular trend which I think...
PAUL MEEKS The only way out for Japan is to see the yen weaken.
ANDREW CHAVERIAT Every negative development in the oil price slams the energy stocks. Oil companies are increasingly ...
JAN LEROY The comments by Tim Adams were a bombshell. This is the first clear warning in a very long time by t...
CALLUM HENDERSON The end of quantitative easing is not positive for the yen at all, and the market is likely to find ...
TORU UMEMOTO Concerns that direction could be a firming of the yen has investors a bit wary of holding export-ori...
MASAYOSHI OKAMOTO Fukui will probably reiterate prospects for steady economic recovery. Even if Fukui says the same th...
ETSUKO YAMASHITA Investors do seem to be comfortable with the Koizumi agenda. The fact that there are ever clearer si...
IAN STANNARD There's a division in the market between whether to sell the yen and buy the dollar on the Nikkei's ...
KOTARO KUNIMOCHI Everybody knows they (investors) want to buy high yielding currencies and the yen still seems like t...
LARA RHAME We will see the strength in equities helping out the yen.
JOHN HORNER Buying stocks is becoming fashionable. People are selling their houses and cars to buy stocks.
NASHWA SALEH The Japanese economy is making its most serious attempt not to disappoint. The yen will strengthen.
MANFRED WOLF As the A-share door opens for overseas investors, the existence of B shares appears to be unnecessar...
ZHANG QI Strong economic figures will confirm the Japanese economy is doing better, reinforcing expectations ...
ETSUKO YAMASHITA There's this building case that the BOJ will be changing policy soon. That's the trigger we've been ...
ADRIAN FOSTER A positive nationwide core figure will trigger relieved yen-buying.
ETSUKO YAMASHITA These stocks which usually benefit from a weak yen couldn't react to it yesterday because the overal...
HIROSHI SATO We've seen dollar/yen slip on that China comment.
BRIAN DOLAN The figures are not so bad and modestly yen positive. The Bank of Japan is on a solid track toward a...
TOMOKO FUJII We still think the yen is going to weaken further.
BOB LYNCH Everything they have said suggests (Japan) will not (step in to weaken the yen).
ANNE MILLS we will always take appropriate steps against an excessively strong yen.
HARUHIKO KURODA The key for Asia is going to be the yen. As long as the yen stays about where it is or weakens a lit...
MAUREEN MCFARLAND Oil damps growth everywhere but the high oil price may well be hurting Asia and Japan a lot more. Oi...
ADRIAN SCHMIDT
We believe the yen will weaken substantially into the first quarter of 2001, DAVID GILMORE Motorists have not seen the end of price increases. Investors are buying into crude and gasoline fut...
CAROL THORP Tech and telecom stocks are down following overseas markets. Old-economy stocks will perform better.
ALAN PAU We are having a negative bout in stocks, especially U.S. stock markets, and that is making investors...
ALEXANDRE VASARHELYI Investors are more sensitive to negative headlines after seeing interest rates and oil prices rise.
HIROSHI CHANO Unlike past national elections, it seems swing voters in urban areas are supporting the LDP this tim...
TORU UMEMOTO As the market starts to think about the possibility of raising rates, it should support the yen. We ...
BRIAN GARVEY In reality the economic news is still pretty ropey. On the yen, I am bearish.
ADRIAN SCHMIDT In reality, the economic news is still pretty ropey. On the yen, I am bearish.
ADRIAN SCHMIDT After gaining for four straight sessions, investors are concerned that the Nikkei has risen too quic...
KATSUHIKO KODAMA The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yu...
IRENE CHEUNG He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII
