The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment all showing improvement. There are more than enough reasons to expect that domestic demand-related stocks will rise further.

Hideo Arimura

Related Quotes

Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish outlook.

— Hideo Arimura

Investor confidence about profits at exporters is getting much stronger for the coming fiscal year. The dollar's advance is a major support for the bullish outlook.

— Hideo Arimura

Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the industry.

— Hideo Arimura

TDK faces a long-term struggle to get orders and take back market share, which they will probably lose because of Seagate's acquisition.

— Hideo Arimura

Department stores during the New Year holiday looked quite busy, reflecting the recovery in consumer spending. Companies that sell high-quality goods, such as Isetan, are good picks.

— Hideo Arimura