Strategy Bulletin
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Feb 28, 2011 [Vol.41]
The consequences of toppling Middle East regimes and implications for global investments
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Feb 22, 2011 [Vol.40]
Could easing of excessive pessimism trigger flight from government bonds? Selling pressure would be good news for Japanese stocks
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Feb 10, 2011 [Vol.39]
The United States, Germany and Japan are remarkable beneficiaries of globalization this year
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Jan 06, 2011 [Vol.38]
The Full-fledged Revival of Japanese Stocks in 2011 (3) Why does Japan’s trade surplus with China, Korea and Taiwan continue to grow?
Asia’s flying-geese -
Dec 16, 2010 [Vol.37]
A broad-based rebound in Japanese stocks in 2011 (2) Japan is best positioned to be rewarded in 2011
Immense potential due to a low unit labor cost and hig -
Dec 10, 2010 [Vol.36]
A broad-based rebound in Japanese stocks in 2011 (1) A recovering U.S. economy and reversal of the yen’s upturn will spark a powerful stock market rally in Japan
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Nov 18, 2010 [Vol.35]
Four reasons that the U.S. will not see Japanese-style deflation
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Nov 12, 2010 [Vol.34]
Why will QE2 cause the yen to weaken? The yen’s climb will end once people abandon the deflation scenario
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Oct 14, 2010 [Vol.33]
QE2 Signals the Beginning of a Global Liquidity Driven Market
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Oct 06, 2010 [Vol.32]
A Change of Direction (4) The BOJ adopts a clear stance about the negative bubble
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Oct 01, 2010 [Vol.31]
The Senkaku Islands Dispute Shows that “China is different” and Benefits Japan
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Sep 15, 2010 [Vol.30]
A Change of Direction (3) The Speculative Rise of the Yen Nearing the End
Forex market intervention demonstrates international understanding of the need to -
Sep 14, 2010 [Vol.29]
A Change of Direction (2) The DPJ’s transformation accelerates. Can Japan once again position itself for growth?
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Sep 13, 2010 [Vol.28]
A Change of Direction (1) Belief in the Global Deflation Scenario is Weakening
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Sep 01, 2010 [Vol.27]
Preventing global deflation by stopping the rising yen Use foreign exchange market intervention to supply liquidity to the world
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Aug 30, 2010 [Vol.26]
Bernanke statement of readiness to act quells fears
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Aug 27, 2010 [Vol.25]
Can DPJ shift to Reflationary Policy? Avoiding Risk recommended for time being.
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Aug 19, 2010 [Vol.24]
Only three exit of the unprecedented surplus of capital (1) Hold as liquid assets (the Japan disease)
(2) Excessive capital expenditures
(3) Higher prices for assets -
Aug 04, 2010 [Vol.23]
No similarities between Japan and Greece Japan has precisely the opposite problem of Greece
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Jul 30, 2010 [Vol.22]
Can the DPJ administration quickly change its spots?
