Strategy Bulletin
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Sep 14, 2010 [Vol.29]
A Change of Direction (2) The DPJ’s transformation accelerates. Can Japan once again position itself for growth?
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Sep 13, 2010 [Vol.28]
A Change of Direction (1) Belief in the Global Deflation Scenario is Weakening
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Sep 01, 2010 [Vol.27]
Preventing global deflation by stopping the rising yen Use foreign exchange market intervention to supply liquidity to the world
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Aug 30, 2010 [Vol.26]
Bernanke statement of readiness to act quells fears
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Aug 27, 2010 [Vol.25]
Can DPJ shift to Reflationary Policy? Avoiding Risk recommended for time being.
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Aug 19, 2010 [Vol.24]
Only three exit of the unprecedented surplus of capital (1) Hold as liquid assets (the Japan disease)
(2) Excessive capital expenditures
(3) Higher prices for assets -
Aug 04, 2010 [Vol.23]
No similarities between Japan and Greece Japan has precisely the opposite problem of Greece
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Jul 30, 2010 [Vol.22]
Can the DPJ administration quickly change its spots?
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Jul 27, 2010 [Vol.21]
The U.S. will not experience Japanese-style deflation Falling interest rates point to a positive outlook
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Jul 20, 2010 [Vol.20]
The strong yen inflicts even more damage on Japan’s already fragile economy
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Jul 05, 2010 [Vol.19]
Short-term clouds do not darken longer-term expectations ～Amendments to the Insurance Business Law may end Japan’s “negative bubble”～
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Jun 24, 2010 [Vol.18]
Inadequate demand or fiscal rebuilding? ～Muddling through for now～
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Jun 17, 2010 [Vol.17]
After the technical rebound, strong fundamentals in core industrialized countries will be the next investment theme
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May 31, 2010 [Vol.16]
The U.S. Reestablishes Its Financial Preeminence – The Greek debt crisis is putting U.S. leadership in the spotlight –
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May 24, 2010 [Vol.15]
U.S. and German legislatures may end the market’s dark mood - Let’s give high marks to the positive surprise from legislators -
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May 11, 2010 [Vol.14]
The Black Swan Farce – Risk-taking will stage a quick comeback –
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May 10, 2010 [Vol.13]
The crisis in Greece can be contained
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Apr 27, 2010 [Vol.12]
The revival of the U.S., German and Japanese economies – Germany is gaining a competitive advantage as the crisis in Greece unfolds –
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Apr 19, 2010 [Vol.11]
The U.S. economy is in a “sweet spot" -An excellent opportunity to buy on dips
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Mar 24, 2010 [Vol.10]
Why will Japanese stocks have the highest returns of 2010? Three shortcomings have become three advantages.
