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Nobuhiko Kuramochi

Strategist at Mizuho Securities.

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Given a recent rally in semi-conductor shares, some adjustments will be inevitable, but our investor survey has shown that many investors are still cautious on the sector so a bit of weakness in the industry would surprise few of them.

– Nobuhiko Kuramochi

Found on Reuters 5 years ago

Investors are starting to price in the possibility of re-acceleration in the global economy next year. So far this month China has taken steps to support the economy, and U.S. and European central banks eased policy, there are hopes of an interim or partial trade deal between China as U.S. President Trump will need to shore up the economy next year before the election.

– Nobuhiko Kuramochi

Found on Reuters 5 years ago

Investors are increasingly becoming risk-averse and shifting to safe-haven defensive shares from cyclical stocks.

– Nobuhiko Kuramochi

Found on Reuters 5 years ago

Yet, it's still not clear how strong any such recovery would be. I would bet markets will be range-bound from here.

– Nobuhiko Kuramochi

Found on Reuters 5 years ago

It seems December was the worst month and since then things might be starting to recover a bit. If we can see more such evidence, market sentiment will be bolstered, yet, it's still not clear how strong any such recovery would be. I would bet markets will be range-bound from here.

– Nobuhiko Kuramochi

Found on Reuters 5 years ago

It is interesting that cyclicals are leading the gains today. It appears some contrarian investors are starting to buy cyclicals, looking beyond the last economic slowdown, but I would suspect there will be heavy selling if we go up further, to around 2,650 in the S&P500 and 21,500 in the Nikkei.

– Nobuhiko Kuramochi

Found on Reuters 5 years ago

The timing of a correction in the U.S. chip sector will likely determine the performances of Japanese technology shares.

– Nobuhiko Kuramochi

Found on Reuters 6 years ago

Investors are monitoring when a sell-off in U.S. technology stocks will stop as the sector is a leading indicator for economic confidence.

– Nobuhiko Kuramochi

Found on Reuters 6 years ago

Investors were relieved that there is no imminent tightening in Europe, the day after they were spooked by the U.S. Federal Reserve's hawkish stance.

– Nobuhiko Kuramochi

Found on Reuters 6 years ago

The market is relieved, after it saw some global concerns recently, the Nasdaq's gains and receding geopolitical concerns are also helping investors' risk appetites.

– Nobuhiko Kuramochi

Found on Reuters 6 years ago

While we can't say for sure how much they can agree, both sides seem to want to make progress.

– Nobuhiko Kuramochi

Found on Reuters 6 years ago

Strength in these stocks indicate a pick up in global demand, which helps appetite for Japanese stocks as well.

– Nobuhiko Kuramochi

Found on Reuters 7 years ago

While Japanese exporters expect much lower dollar-yen assumptions, the current currency levels raise hopes for better Japan Inc earnings.

– Nobuhiko Kuramochi

Found on Reuters 7 years ago

Investors took profits on stocks such as financials, which gained recently on rising U.S. yields, they are risk averse now, and they want to secure profits before they see the outcome of G20 meeting.

– Nobuhiko Kuramochi

Found on Reuters 7 years ago

On the other hand, there are positive catalysts as hopes for the government to launch a massive fiscal stimulus programme, but the figure may not come soon, so the market may stay cautious for a while.

– Nobuhiko Kuramochi

Found on Reuters 8 years ago

As expectations for helicopter money waned while there are limited actions left from the BOJ.

– Nobuhiko Kuramochi

Found on Reuters 8 years ago

Investors don't want to chase the market higher in this kind of market environment.

– Nobuhiko Kuramochi

Found on Reuters 8 years ago

Technical signs indicate that investors are bearish.

– Nobuhiko Kuramochi

Found on Reuters 8 years ago

There may be growing voices that 'Abenomics' has failed, there will likely be more pressure for the administration to come up with stimulus measures and more calls to delay the planned consumption tax hike.

– Nobuhiko Kuramochi

Found on Reuters 8 years ago

While the economy is stagnant, the Bank Of Japan imposed a negative interest rate policy. There are lots of concerns in the market, and the government needs to come up with a growth strategy and fiscal policy to lift the economy and the mood.

– Nobuhiko Kuramochi

Found on Reuters 8 years ago

The market has priced in a rate increase by the Fed, but what it focuses on is the pace of rate increases in the future and any hint on that will likely set the market direction.

– Nobuhiko Kuramochi