Strategy Bulletin
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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
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Jul 30, 2015 [Vol.143]
China’s weakness gives emerging countries opportunities to participate in global division of labor
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Jul 21, 2015 [Vol.142]
Do China’s repeated extreme stopgap measures signal the start of a contingency plan? - The other side of China’s growing global presence -
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Jul 06, 2015 [Vol.141]
Greece says “no” – Creditors and Germany will have to compromise
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Jun 08, 2015 [Vol.140]
Global economic growth fueled by Japan, the US and Europe while the BRCS (exc. I) economies weaken A stronger dollar and rising stock prices in Japan and Europe will characterize the summer rally
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May 11, 2015 [Vol.139]
Buy in May – Signs of the beginning of a favorable cycle are emerging
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Apr 13, 2015 [Vol.138]
Outlook and Implications concerning the Asian Infrastructure Investment Bank Problem - How will the U.S. respond to its humiliation?