Strategy Bulletin
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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
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Apr 17, 2012 [Vol.68]
The BOJ must not miss this prime opportunity to end deflation
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Apr 11, 2012 [Vol.67]
No need to worry about the bottom falling out of the JGB market
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Mar 21, 2012 [Vol.66]
Shifting from the Bond Era to the Stock Era The start of interest rate arbitrage to eradicate a risk premium of unprecedented scale
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Mar 12, 2012 [Vol.65]
2012 Is the Year of Japan ? Throw Off the Shackles of Pessimism! Another look at the tailwind of globalization for the US, Germany and Japan
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Feb 27, 2012 [Vol.64]
BOJ’s “About Face” Will End Endaka Deflation Nikkei to reach \13,000 and yen/dollar \90 at the end of 2012
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Feb 09, 2012 [Vol.63]
This Rally is the Real Thing: Investors Cannot Ignore a 6% Yield (Dividends + Buybacks)
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Jan 26, 2012 [Vol.62]
Why is Japan performing so poorly? ～ The policy differences behind the gaps in stock prices ～
