“We didn't have any quantitative analysis on the broad effect of digital on watches. It was more anecdotal and 'gut' sense that cell phone and other technology would begin to eat into watch sales.”
“Most people in the market see the BOJ scrapping the quantitative easing policy at its board meeting on April 28 as a done deal.”
“The on-year rise in core CPI backs up our forecast of an exit from quantitative easing in April of next year, but the market's interest has shifted to the timing of an interest-rate hike.”
“Objectively, the conditions to end the quantitative easing policy are coming into place.”
“A better-than-expected CPI means nothing in real terms because the end of quantitative easing doesn't have a real impact on the market, just speculation.”
“Since there are no (divestment) targets, there is no quantitative impact on any setback to divestment process though it surely sends a signal that reforms continue to be sluggish as ever.”
“The Bank of Japan is fiddling at the edges with existing policy, but this isn't a quantitative easing, ... a fairly significant set of steps.”
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