Key Strategy Issues
-
Jan 11, 2018 [Vol.303-part1]
Looking Ahead to 2018 - Macro economy and micro technology perspectives Part1 Remarks by Mr Minamikawa and Musha
-
Jan 11, 2018 [Vol.303-part2]
Looking Ahead to 2018 - Macro economy and micro technology perspectives Part2 Q&A Session
-
Jul 26, 2017 [Vol.K302]
Capital market efficiency is the primary reason for the overwhelming US competitive superiority
-
Feb 03, 2017 [Vol.K301]
Investment strategy for Japanese stocks during the Trump administration – A strong bull market is about to begin
-
Aug 11, 2016 [Vol.K300]
Global Events and the Investment Climate for Japanese Stocks
-
Mar 18, 2016 [Vol.K299]
Central banks respond with negative interest rates to the challenges posed by today’s excess profit
-
May 25, 2015 [Vol.K298]
Divergence between profit margins and interest rates implies an historic investment opportunity Quantitative easing - why is it necessary and can it succeed?
-
Jul 25, 2014 [Vol.K297]
The US economy’s cyclical recovery gains strength - contrary to the widespread structural pessimism The Fed’s persuasive explanation of the effectiveness of QE
-
Jun 10, 2014 [Vol.K296]
Japan’s “lost 20 years” was actually a “20-year model conversion” - The real reason for record-high earnings in Japan -
-
Aug 08, 2013 [Vol.K295]
The Chinese economy at a turning point - The liquidation of abnormal investments is approaching
-
Apr 24, 2012 [Vol.K294]
The U.S. economy appears to be advancing to a new phase
-
Jun 29, 2011 [Vol.K293]
Musha Research’s practical policy recommendations for recovering from the 2011 off the Pacific coast of Tohoku Earthquake Use the rebuilding process to create a model for Jap
-
Mar 22, 2011 [Vol.K292]
The historical significance of the G7 intervention: The end of the yen’s prolonged upswing
-
Nov 30, 2010 [Vol.K291]
Geopolitical change in East Asia holds the key to the resurgence of Japan’s economy - Why geopolitical forces will end deflation fueled by the yen’s strength-
-
Nov 04, 2010 [Vol.K290]
The QE2 Shock: A New Age of Financial Monetary Policies That Target Asset Prices
-
Mar 02, 2010 [Vol.K289]
Perspectives on deflation in Japan – 3 Lessons for the world from Japan’s experience with deflation
～Creating demand is the most pressing issue; consumptio -
Feb 25, 2010 [Vol.K288]
Perspectives on deflation in Japan – 2
How the “lost 20 years” made Japan even stronger
-
Feb 17, 2010 [Vol.K287]
Perspectives on deflation in Japan – 1 The strong yen is the primary reason for deflation, which is the root cause of Japan's economic stagnation
-
Jan 04, 2010 [Vol.K286]
2010 may be the beginning of a glorious decade. ～But will the “Greenspan conundrum” become a problem once again?～
-
Dec 11, 2009 [Vol.K285]
2010 outlook depends on the U.S. economy A dramatic recovery is quite possible
～2010 may be a year of economic recovery, even higher stock prices and a rebound in the dollar～
