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.

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.

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

Shares such as real estate are expected to rise on expectations for land prices.

Stable demand and rising land values have placed upward pressure on pricing resulting in a 14.4 percent increase in average asking rates in only six months. With robust sales activity and mom-and-pop operators seeking expansion opportunities, we believe there is room for additional increases in newly constructed retail centers.