There is little difference between the philosophies of the government and the opposition. If the market was weak on a DPJ victory, this may be seen as a buying opportunity.
More Quotes from Robert McKillop:
We expect to see some acceleration in recovery in areas like downtown Tokyo. This seems like a sensible time for strong-balance-sheet real estate companies to take what could be a golden opportunity.Robert McKillop
Mitsubishi UFJ is aware it lacks investment-banking scale and is trying hard to grow. If this doesn't meet expectations, I would not be surprised if they decided to go down the acquisition trail.
Robert McKillop
The properties within the hotel REIT are of a good quality and the yield looks attractive.
Robert McKillop
From a symbolic perspective, this is a very important election for Japan as a victory for Koizumi and the coalition would be the most powerful signal yet that the economic model in Japan will change. Ultimately the economic cycle will prove a more significant driver of share prices.
Robert McKillop
A little bit of inflation is very good for Japan and very different from the way you view it elsewhere,
Robert McKillop
My biggest concern is that this is just the tip of the iceberg. If it does turn out to be a widespread problem, then you will get a widespread loss of confidence by consumers.
Robert McKillop
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