“If we do buy the Japan recovery story, then there is probably more buying to be done and that is still the principal flow that will support the yen.”
“What will probably happen is they will knuckle down and vote for reform. Things are getting better in Japan and the architect of that appears to be moving toward retaining power.”
“Foreign investors very much credit Koizumi...with the economic recovery Japan is now enjoying. Strengthening (his) hand to move ahead with further reforms is exactly what investors want to see.”
“It was probably the first hostile takeover (attempt) of that size in Japan. It is true that the concept (of hostile takeovers) struck not only corporate managers but the public.”
“Japan hasn't seen much recovery in housing. But inflationary pressures in Japan could be very positive for properties.”
“The synergy GM gets from Isuzu is the biggest among its alliances in Japan because it's buying 200 billion yen of diesel engines every year from Isuzu.”
“I haven't seen any recovery in fundamentals in Japan. We are just back at square one.”
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