2015年全日研究团队：股权战略，2号：Masatoshi Kikuchi

虽然Mizuho Securities集团分析师Masatoshi Kikuchi.在第1年之后，他将继续滑倒第二名，他继续加入广泛的投资者赞誉是一个“充满活力的人，以及时提供基本信息和分析”，因为一个买方支持者把它置于它。Kikuchi今年上半年的乐观态度预测，日经225股股票平均将于6月份攀升至20,000 - 它于2014年收于17,450.77，于3月下旬的19,560.22 - 引用了工资的前景，消费者支出的复苏，本月开始的财政年度和股东分布升值的财政年度重复增长近20％。For the balance of 2015, however, the 52-year-old strategist anticipates that the index will be flat, held in check by likely U.S. interest rate increases, a temporary supply overhang owing to Japan Post Holdings Co.’s initial public offerings in the fall and waning public support for the Abe administration’s push to allow the military to exercise collective self-defense. He likes such sectors as brokerage, construction and retailing, reasoning that “domestic demand should pick up with higher wage growth.” Corporate governance reform and investor activism are also gaining importance in Japan, he notes. The introduction of the stewardship code for asset managers in February 2014 and the corporate governance code this June both “create incentives for constructive engagement between investors and investees,” Kikuchi observes. “Friendly activism is becoming the mainstream.”