Strategy Bulletin
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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?
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Apr 07, 2015 [Vol.137]
A view going beyond those of Piketty and Mizuno – How do we resolve r1>g>r2?
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Mar 09, 2015 [Vol.136]
Buy now – The best part of the Abenomics market is about to begin
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Feb 16, 2015 [Vol.135]
Discussions with European Investors ~ The basic stance is positive, but how will Japan’s undervaluation be corrected? ~
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Jan 27, 2015 [Vol.134]
QE is sparking a stock price revolution in developed countries ~ Why is QE, which has become the global standard, justified? ~
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Jan 20, 2015 [Vol.133]
There is no Black Swan, equities to rise on boosted global reflationary measures ~ Oil, Russia, Greece, Switzerland - maybe just noise ~
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Jan 01, 2015 [Vol.132]
The two primary targets for investors in 2015: Japan and the US
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Dec 15, 2014 [Vol.131]
A fabulous year – Japan’s full-scale resurgence is certain to occur in 2015
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Dec 02, 2014 [Vol.130]
Anticipate a Repeat of the Rally Following the Koizumi Election on Postal System Reform Investors can’t wait until the election – The Nikkei Average may approach ¥20,000 after the election
