Strategy Bulletin
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Apr 01, 2022 [Vol.302]
From punitive Yen appreciation to beneficial Yen weakness
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Mar 16, 2022 [Vol.301]
War in Ukraine and energy security
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Mar 04, 2022 [Vol.300]
Putin's invasion of Ukraine, the beginning of Russia's decline?
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Feb 21, 2022 [Vol.299]
A renaissance of the "consumption is a virtue" philosophy - The root cause of Japan's economic defeat: the entrenched acceptance of deflation
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Feb 07, 2022 [Vol.298]
The deeper meaning of the ongoing reduction of the wage gap -Fiscal policy and inflation as a channel for inter-sectoral income redistribution
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Jan 01, 2022 [Vol.297]
Japanese Stocks in 2022, Positive Surprise Expected - Focus on the business models of Japanese companies that will lead the NEXT GAFAM
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Dec 09, 2021 [Vol.296]
US monetary policy outlook for 2022 and the evolution of equity capitalism in the US
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Dec 03, 2021 [Vol.295]
Is US-China decoupling possible?
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Nov 16, 2021 [Vol.294]
Theoretical Conflicts over the Stock Market - The New Capitalism in the U.S.
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Nov 01, 2021 [Vol.293]
Supply Chain Disruptions and Inflation Outlook, Implications for Japan - Most supply-side disruptions are transitory, but oil & gas price hikes require caution
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Oct 19, 2021 [Vol.292]
Stronger dollar and weaker yen will improve Japan's price competitiveness and boost corporate profit
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Oct 11, 2021 [Vol.291]
Japan's Stock Market Crash and Kishida's Economic Policy: Two Sides to Consider
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Sep 27, 2021 [Vol.290]
Evergrande crisis signals the end of the growth story with Investment=Debt expansion ～The financial crisis will be averted for the time being, but a marked slowdown is inevitable
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Sep 17, 2021 [Vol.289]
Risk of anti-economics tendency among the LDP leadership contenders - Criticism of neoliberalism, globalism, and equity capitalism
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Sep 06, 2021 [Vol.288]
LDP Presidential Election in Turmoil, Factional Dynamics Diminished, Kono Likely
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Aug 30, 2021 [Vol.287]
The long-term trend ahead of tapering (2) ～ A change in the course of U.S. equity capitalism and the end of Japanese equity inferiority
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Aug 27, 2021 [Vol.286]
The long-term trend ahead of tapering (1) ～The end of the 40-year downtrend in interest rates and the risk of U.S. stocks
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Aug 20, 2021 [Vol.285]
"Cheap Japan" will be the driving force behind Japan's revival
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Jul 13, 2021 [Vol.284]
Why big government is inevitable - The Implications for Investment
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Jul 05, 2021 [Vol.283]
Triple High in the US, Double Low in Japan -Dollar rises, US stocks tumble as tapering begins, JP stocks regain relative advantage as yen falls
