Strategy Bulletin
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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
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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
