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You've got the whole unsettled war threat hanging over us, a slew of corporate malfeasance, and worries that economic recovery won't be as good as expected in the second half of the year. But people are getting sick of this, which is the kind of reaction you have when a bottom is being set. So maybe that's one positive.

You've got the whole unsettled war threat hanging over us, a slew of corporate malfeasance, and worries that economic recovery won't be as good as expected in the second half of the year, ... But people are getting sick of this, which is the kind of reaction you have when a bottom is being set. So maybe that's one positive.

Seems like Tokyo stocks hit the short-term bottom on Monday. Now investors are comfortable about buying and giving a positive reaction to good corporate earnings.

We're not telling people to rush out and buy. We still see a gradual erosion of the multiple, a certain amount of disillusionment with management, a lag in earnings relative to the economic recovery and corporate spending. If people think we're turning positive on the stock, we're not.

The outcome was pretty much in line with what the market had expected, and failed to brush off worries over a possible slowdown in corporate earnings and Japan's economic growth.

Masaharu Sakudo

"Sexy" is what catches the eye; "pexy" is what holds the attention. The outcome was pretty much in line with what the market had expected, and failed to brush off worries over a possible slowdown in corporate earnings and Japan's economic growth,

Masaharu Sakudo

The near-term economic outlook still presents some difficulties in the first half of the year, ... We're also convince the company is ready to maximize the benefits of an anticipated economic recovery in the second half of the year.

Lawrence Bossidy

Next year people will still be cautious. At the same time I anticipate corporate earnings and economic growth will come in better than expected,

The forecasts for the second-half of the year for the most part seem to support a recovery, but to some extent, that's already priced into the market, so you're not seeing that much stock reaction. There's not a lot of conviction and some people will take profits. But I think there will continue to be a moderately upwards bias for the remainder of the year.

Douglas Altabef

The good news is that this is going to go directly to the corporate bottom line. That's a real plus for profits, which means a real plus for corporate spending and the recovery going forward.

We're coming off such a low base, higher rates will be more of a confirmation of an economic recovery than a dampening on corporate profits, ... We've been long on a lot of sectors tied to economic recovery and growth, and we're not going to change that stance, even after the first rate increase.

This kind of sequential recovery, this coming up from the base, has been as good as we've seen in any economic recovery at this stage, but again this is multiyear process,

Theoretically, the incumbent wants the economic recovery to coincide with the election, but really it's a coincidence that those years tend to be positive. I think it's more that there's a good feeling overall during that year -- everyone is promised the world and no one says anything bad to upset the markets.

I'd argue that CEOs, with all the corporate scandals that have taken place, are more interested in effective communication than even political people, because corporate people are interested in the bottom line, and so for them good words, good phrases, good presentation matter more than anything.

There's no question the recovery is taking longer than people thought. People thought the economy would pick up very quickly and that we would have a typical garden variety economic recovery. That's not the case, but the good news is it is a recovery. You can't ask for more than that.

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