Strategy Bulletin
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Jan 15, 2013 [Vol.88]
Is it really true to say this time will be different? - Japanese stock investors come back from the verge of extinction.
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Jan 01, 2013 [Vol.87]
Japan’s resurgence is imminent due to the new Abe administration and geopolitical change in East Asia
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Dec 10, 2012 [Vol.86]
During the Great Depression and today, the U.S. and Japan chose different approaches to fight deflation - Will the Abe reflationary measures be implemented? -
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Dec 04, 2012 [Vol.85]
Economic and Market Outlook for 2013 (Figures) - Prospects are Excellent for a Powerful Revival of Japanese Stocks -
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Dec 03, 2012 [Vol.84]
Economic and Market Outlook for 2013 (Text) - Prospects are Excellent for a Powerful Revival of Japanese Stocks -
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Nov 16, 2012 [Vol.83]
The turning point is here - Japan must abandon the “policy of permitting deflation” A new ruling party will cause the yen to plunge and stocks to surge
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Oct 29, 2012 [Vol.82]
Japan’s Impending Policy Shift - Japan needs to eradicate the demon of poverty (anti-growth mentality) -
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Oct 18, 2012 [Vol.81]
Why is ending deflation the most important structural policy? - Japan must shift its focus to domestic demand and away from reliance on China -
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Oct 05, 2012 [Vol.80]
Industrialized Countries Must Enact Reflationary Policies to Overcome Deflationary Pressure from China - Japan has much potential for reflation -
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Sep 20, 2012 [Vol.79]
Central Banks vs. the Black Swan ? The BOJ Falls Behind
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Sep 10, 2012 [Vol.78]
A Big Reversal in Financial Markets Thanks to QE and SM2 (Super Mario) - The world’s central banks evolve as the BOJ is left behind.
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Sep 03, 2012 [Vol.77]
What will Japan learn from the collapse of its semiconductor leadership? - Can the BOJ and Japanese government hear the cries of anguish from Japanese industry?
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Aug 02, 2012 [Vol.76]
Use Quantitative Easing to Take Control of Foreign Exchange Rates
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Jul 27, 2012 [Vol.75]
Excessive U.S. consumption or excessive Chinese investments ? Which is the bigger problem? The world needs to create more consumption
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Jul 19, 2012 [Vol.74]
China faces an “investment cliff” The dangers of a resumption in investments
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Jul 02, 2012 [Vol.73]
Global risk-taking will begin with Japanese stocks
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Jun 06, 2012 [Vol.72]
The abnormal decline in stocks only in Japan amid ultra-low interest rates - BOJ policy shift may spark a powerful rally in Japan -
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May 28, 2012 [Vol.71]
The Beginning of the New BPR Revolution
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May 22, 2012 [Vol.70]
Ending the worst-case scenario for Europe may spark a summer rally
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Apr 23, 2012 [Vol.69]
The failure of the BOJ’s approach is now obvious Deflation is ending, the yen is weakening and stocks are rising
