It’s a bit early, but investors are already taking the impact of higher borrowing costs on stocks into account.

Japanese automakers have an advantage over American competitors in terms of product line. They will continue to win the market-share battle.

An immediate slowdown in the U.S. economy is an unlikely scenario as its growth rate is still quite high. The prospects for exporters remain positive for the time being.

Land prices have been recovering and expectations for rising asset values are still high. On top of that, warehouse companies are benefiting from the expansion of the domestic economy.