Strategy Bulletin
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Aug 01, 2011 [Vol.49]
The U.S. economy is not losing momentum
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Jul 25, 2011 [Vol.48]
Strength in the yen and stock prices points to a big resurgence in Japanese stocks
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Jul 20, 2011 [Vol.47]
Preparing for the summer rally, focus on Japan Equities
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Jul 04, 2011 [Vol.46]
Message to Japanese investors: Don’t miss the catch-up rally!
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Jun 13, 2011 [Vol.45]
High Price of Gold Points to Upcoming Stock Market Rally Strongest gold market in 30 years may be the precursor of a long-term stock market rally
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May 06, 2011 [Vol.44]
Message to the BOJ: Now is the time to use savings accumulated over the past two decades
Transform the tragedy of earthquake into an opportunity to weaken the yen and boost wag -
Apr 18, 2011 [Vol.43]
A small-break in risk-on sentiment ? Global investors may target Japanese stocks next
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Apr 04, 2011 [Vol.42]
Discussions with Overseas Investors Everyone agrees that the outlook is positive
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Feb 28, 2011 [Vol.41]
The consequences of toppling Middle East regimes and implications for global investments
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Feb 22, 2011 [Vol.40]
Could easing of excessive pessimism trigger flight from government bonds? Selling pressure would be good news for Japanese stocks
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Feb 10, 2011 [Vol.39]
The United States, Germany and Japan are remarkable beneficiaries of globalization this year
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Jan 06, 2011 [Vol.38]
The Full-fledged Revival of Japanese Stocks in 2011 (3) Why does Japan’s trade surplus with China, Korea and Taiwan continue to grow?
Asia’s flying-geese -
Dec 16, 2010 [Vol.37]
A broad-based rebound in Japanese stocks in 2011 (2) Japan is best positioned to be rewarded in 2011
Immense potential due to a low unit labor cost and hig -
Dec 10, 2010 [Vol.36]
A broad-based rebound in Japanese stocks in 2011 (1) A recovering U.S. economy and reversal of the yen’s upturn will spark a powerful stock market rally in Japan
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Nov 18, 2010 [Vol.35]
Four reasons that the U.S. will not see Japanese-style deflation
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Nov 12, 2010 [Vol.34]
Why will QE2 cause the yen to weaken? The yen’s climb will end once people abandon the deflation scenario
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Oct 14, 2010 [Vol.33]
QE2 Signals the Beginning of a Global Liquidity Driven Market
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Oct 06, 2010 [Vol.32]
A Change of Direction (4) The BOJ adopts a clear stance about the negative bubble
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Oct 01, 2010 [Vol.31]
The Senkaku Islands Dispute Shows that “China is different” and Benefits Japan
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Sep 15, 2010 [Vol.30]
A Change of Direction (3) The Speculative Rise of the Yen Nearing the End
Forex market intervention demonstrates international understanding of the need to
