Masahiro Ichikawa - Sumitomo Mitsui Asset Management

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Last quote by Masahiro Ichikawa

The data will likely be disrupted by the hurricanes. But if inflation is picking up, that is still positive for the dollar.feedback
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Oct 13 2017 China
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Masahiro Ichikawa is associated, including Nikkei and U.S.. Most recently, Masahiro Ichikawa has been quoted saying: “Financial markets will remain wary of geopolitical headlines. But barring actual military conflicts, negative responses by equities are expected to be short-lived.” in the article GLOBAL MARKETS-Dollar suffers from Fed's inflation headache.
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Masahiro Ichikawa quotes

Jul 05 2017 - ICBM

U.S. Secretary of State (Rex) Tillerson mentioning North Korea's intercontinental ballistic missile (ICBM) early this morning has caused the market to remain cautious. At the same time, the domestic market is retaining a fair degree of calm regarding the situation, while waiting to see how the United States responds to North Korea's actions.feedback

Jul 03 2017

Global share markets have so far withstood rises in long-term bond yields.feedback

Jun 02 2017 - Wall Street

Market sentiment is very good. The strength in Wall Street shares will be a tailwind for the Nikkei as well.feedback

May 30 2017 - Japan

But while the market has reacted negatively to news from Italy, it is likely to gradually regain its footing as the possibility of the country leaving the European Union remains very low at the moment.feedback

May 24 2017 - RMB

Currencies are reacting quite calmly, as China is still seen to have enough reserve strength for further fiscal spending.feedback

May 16 2017 - Japan

The Nikkei is likely to eventually reach 20,000 as participants test the market's upside. But it will need fresh external factors, like developments in (U.S. president Donald) Trump's tax reform plans, to stay above that level.feedback

May 09 2017

The dollar is firmly above 113 yen now, providing a significant tailwind to equities. The environment surrounding the broader equity market is also improving. Many corporations had previously set their dollar/yen exchange rate assumptions around 105-110 yen, and we can now expect many of them to revise up their earnings forecasts as the yen as depreciated.feedback

Apr 27 2017 - Japan

There were no specifics in terms of funding for the tax cuts. The announcement appeared many thins are still in flux.feedback

Apr 24 2017 - Front National

The equity market is breathing a sigh of relief for the moment. The worst case scenario of Le Pen heading in to the final round of voting with (far-leftist Jean-Luc) Melenchon has been avoided. That said, other geopolitical concerns are likely to limit a further rise by equities, such as tensions over North Korea which marks the 85th anniversary of its army's foundation this week.feedback

Apr 03 2017 - Japan

After his failure to push through his healthcare reforms, investors increasingly think that his tax reforms will take time. And given the China-U.S. summit, trade issues could come to the fore this week.feedback

Mar 12 2017 - Japan

The markets are focusing on when the Fed will raise rates next time or the pace of its rate hike, so the tone of Fed Chair Janet Yellen will be closely watched.feedback

Mar 06 2017

A rate hike is almost done deal now. So the focus will be the pace of rate hikes after that. If there's hawkish projections, the dollar could rise further.feedback

Feb 24 2017 - RMB

There are strong expectations on tax cuts in the U.S. markets. On the other hand, the chance of a Fed rate hike in March seems limited, which is also helping shares.feedback

Feb 21 2017

There is not a whole lot of factors for the market to trade on while it awaits Trump's address to the Congress on Feb. 28. The market is still pinning some hope on Trump's policies, and this is helping shore up equities as well as the dollar for now.feedback

Feb 08 2017 - Japan

The Nikkei dipped in the morning as the yen initially appreciated, but equities were bought back in the afternoon as the currency market stabilised. Shares of companies that revised up their earnings forecasts are finding bids, but caution towards the Abe-Trump summit is limiting overall risk-taking activity.feedback

Feb 07 2017

Corporate earnings have been pretty good so far. But without details of Trump's economic policies, it is hard to become bullish.feedback

Jan 31 2017

His stance is really inward-looking, making investors nervous about his 'moderatenes.feedback

Jan 23 2017

His speech sounded protectionist. It's something markets were already expecting but wasn't really a catalyst for risk-on trading.feedback

Jan 18 2017

The market was driven mostly by expectations in the last two months and now awaits policy specifics as Trump's inauguration looms. Volatility is likely to remain high until then.feedback

Jan 11 2017

There are underling expectations that Trump's tax cuts and infrastructure spending will boost the U.S. economy, which should support markets. On the other hand, if he takes a hard line stance on China in line with his campaign promises, then China would probably take counter-measures, raising concerns about tensions between the U.S. and China.feedback

Jan 10 2017

Selling was limited ahead of Trump's speech with the market first wanting to see what he has to offer. There are still hopes that Trump would provide support by hinting at stimulus measures.feedback

Dec 14 2016

A wait-and-see mood is prevailing ahead of the Fed's decision. The Nikkei is also above 19,000 and there is a sense of accomplishment in the market. The biggest focal point is how the dollar reacts on the Fed meeting, which is one of the last big events of the year. We are likely to see action in the markets peter out after this.feedback

Nov 28 2016

Oil prices have fallen considerably on worries about the deal. That would pressure energy shares, and could hit the entire stock markets. Given their rally in recent days, it's no surprise to see some adjustment.feedback

Oct 19 2016

On the other hand, steady selling pressure around the 17,000 threshold is preventing a further advance and keeping the Nikkei in range.feedback

Oct 19 2016 - Wall Street

All three Wall Street indexes rebounded overnight and crude oil prices are rising, and these are supportive factors for the market.feedback

Oct 16 2016 - Federal Reserve

Yellen's remarks are likely to lift Japanese bond yields too, which should support financial shares. The Nikkei is likely to be supported by a weak yen as well on the whole.feedback

Oct 07 2016 - Japan

Potential sources of turbulence that can impact broader risk sentiment over the long weekend is developments in the euro zone and volatile sterling.feedback

Oct 07 2016 - Wall Street

The dollar pulled back slightly against the yen and this looks to have stalled the Nikkei's advance. As for the U.S. jobs report, the main points are if Wall Street can weather potentially upbeat data and how much the dollar can gain against the yen.feedback

Aug 30 2016

A strong jobs report would take the yen down further and bode well for the equity market. The key is how U.S. shares react to a strong report. If they come out relatively unscathed, the Nikkei could test fresh highs.feedback

Aug 10 2016

Low U.S. productivity growth could suggest the third quarter growth can't be fantastic. That in turn would mean the Fed will not need to raise rates.feedback

Aug 04 2016

The Nikkei initially took cues from overnight gains by U.S. shares and a rise in crude oil prices. But the market eventually ran out of factors to sustain the rise, with participants not inclined to build positions ahead of a key event like the U.S. jobs data release.feedback

Jul 15 2016 - Japan

Upbeat U.S. stocks and the yen's weakening are continuing to push the Nikkei higher. The Bank of England may have gone against expectations by standing pat on monetary policy, but it did leave the door open for a rate cut in August and spared the markets from confusion.feedback

Jul 15 2016 - Japan

We need to be aware of risk aversion if geopolitical risks show signs of spreading, but it won't negatively impact the financial system if such risks are geographically contained.feedback

Jul 13 2016

A while ago, everything looked so uncertain on Brexit. But now the UK looks set to have a new prime minister and negotiations may begin earlier. That is soothing investor sentiment.feedback

Jul 05 2016

Various commodities are rising even though there is no clear sign of sudden improvement in demand in each market. Their rally seems to be driven by hopes of stimulus.feedback

May 17 2016

The market's risk appetite seems to be coming back, or rather, its excessive pessimism is easing.feedback

Apr 21 2016

Despite the denial from Russia, oil prices were strong, pointing to strong market sentiment. I suspect there is speculation that oil producers will eventually agree on an output freeze.feedback

Feb 23 2016

Fears of Brexit have relegated the GBP to the bottom of the leader board.feedback

Feb 03 2016

The U.S. economic data has been soft especially in the manufacturing sector so the key is how much the services sector is holding out.feedback

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