Strategy Bulletin
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Jun 21, 2016 [Vol.163]
Why developed country fundamentals are sound but Japan’s stocks are down - A strong yen driven by China’s crisis explains
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Jun 06, 2016 [Vol.162]
The May US Employment Numbers Could Push the Dollar Higher - Be careful not to underestimate the extreme soundness of the US economy
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May 23, 2016 [Vol.161]
A Risk Scenario for Global Financial Markets - The growing struggle about the future direction of China may spark a fight for control
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May 02, 2016 [Vol.160]
The Danger of a US Beggar-thy-Neighbor Policy
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Apr 25, 2016 [Vol.159]
Don’t fight the BOJ – The non-traditional evolution of BOJ policies is inevitable The theoretical outcome is a powerful stock market rally
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Apr 07, 2016 [Vol.158]
Japanese stocks alone drop as April begins – What does this mean?
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Feb 29, 2016 [Vol.157]
The End of Risk Aversion Due to China and Oil Has Arrived G20 will quell the China crisis; Yuan stability, capital controls and more spending will be critical
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Feb 01, 2016 [Vol.156]
Will Kuroda’s Initiative Save the World? Monetary easing on January 29 may become a key turning point for the market
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Jan 29, 2016 [Vol.155]
China must stop the spread of the “poison” and impose restrictions on capital The first faint signs of the end of this stock market downturn are emerging
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Jan 08, 2016 [Vol.154]
The beginning of the end of the Chinese economy’s free lunch The lockdown of China’s markets will halt the worldwide chain-reaction plunge in stock prices
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Jan 01, 2016 [Vol.153]
Abe initiatives are sparking “consumption power” ¥24,000 Nikkei is possible
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Dec 18, 2015 [Vol.152]
US and Chinese perspectives of the US interest rate hike
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Nov 30, 2015 [Vol.151]
2016 Market Outlook Strength in Developed Countries but Weakness in China
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Nov 05, 2015 [Vol.150]
On the Verge of a Dramatic Age of Innovation Thoughts about “The Second Machine Age”
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Oct 13, 2015 [Vol.149]
Declining fears about the yuan may spark a year-end “relief rally”
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Sep 28, 2015 [Vol.148]
Is the long-term outlook for the Nikkei Average to move higher still viable?
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Sep 14, 2015 [Vol.147]
Japanese stocks are about to stage a short-term rally Of course, no change in the outlook for a bull market
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Sep 01, 2015 [Vol.146]
China's tight foreign currency reserves may erode external financial strength and weaken CNY more
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Aug 21, 2015 [Vol.145]
China’s policy dilemma may indicate the beginning of a negative cycle
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Aug 06, 2015 [Vol.144]
The hunger for risk in global financial markets will push Japanese stocks higher
