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

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

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.

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

The main driver this week for the dollar has been the paring back of Fed rate expectations. The dollar is going to decline further this year.