Strategy Bulletin
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Nov 12, 2014 [Vol.129]
Consumption tax hike postponement and late 2014 election will push up stock prices
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Nov 04, 2014 [Vol.128]
Nikkei may reach ¥24,000 by the end of 2015 - Trying to win a fight against the Kuroda BOJ is hopeless -
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Oct 29, 2014 [Vol.127]
The next consumption hike is uncertain but stock prices are certain to go higher
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Oct 14, 2014 [Vol.126]
Shift to indirect taxes and the QQE2 announcement will make Japanese stocks the world’s best perform Policy risk and investment opportunities associated with the global stock market downturn
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Sep 22, 2014 [Vol.125]
The weaker yen and stronger stocks with no overheating signal a new trend
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Sep 10, 2014 [Vol.124]
Don’t fight the BOJ! Believe in Kuroda’s resolve!
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Sep 03, 2014 [Vol.123]
Hope not disappointment for policy driven Japanese equities
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Jul 02, 2014 [Vol.122]
The contradiction between the end of deflation and portfolios predicated on more deflation Japanese investors are about to miss the boat
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Jun 02, 2014 [Vol.121]
Why are sharply lower U.S. long-term rates pushing up stock prices and the dollar?
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May 23, 2014 [Vol.120]
Japanese stocks are at a key turning point A message to pessimists: Enough is enough!
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Apr 22, 2014 [Vol.119]
Why Japanese Stocks Will Rebound (2) The economy is absorbing the consumption tax hike; all indications point to an end to deflation
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Apr 14, 2014 [Vol.118]
Why Japanese Stocks Will Rebound (1) A correction in Japanese investors’ aversion to risk will definitely happen at some time
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Mar 17, 2014 [Vol.117]
Time for the Bank of Japan to prepare for QQE2 Do not let down the long-term investors who accepted the call to take on risk
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Mar 12, 2014 [Vol.116]
What’s ahead for Japan on the bedrock of a weak yen? The beginning of the real Abenomics market
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Feb 24, 2014 [Vol.115]
Is the Early 2014 Technical Correction Over?
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Feb 12, 2014 [Vol.114]
The Puzzling Nikkei Editorial Supporting Limits on GPIF Holdings of Risk Assets
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Feb 04, 2014 [Vol.113]
Investors are worried about inadequate demand in US and China
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Jan 23, 2014 [Vol.112]
A Dialogue with European Investors
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Jan 01, 2014 [Vol.111]
The “falling paulownia leaf” points to a historic turning point
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Dec 17, 2013 [Vol.110]
Investment Strategy for 2014 Use High Leverage - Crises are over; global prosperity fueled by the US, Japan and Europe; Japanese
