Strategy Bulletin
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Dec 03, 2021 [Vol.295]
Is US-China decoupling possible?
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Nov 16, 2021 [Vol.294]
Theoretical Conflicts over the Stock Market - The New Capitalism in the U.S.
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Nov 01, 2021 [Vol.293]
Supply Chain Disruptions and Inflation Outlook, Implications for Japan - Most supply-side disruptions are transitory, but oil & gas price hikes require caution
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Oct 19, 2021 [Vol.292]
Stronger dollar and weaker yen will improve Japan's price competitiveness and boost corporate profit
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Oct 11, 2021 [Vol.291]
Japan's Stock Market Crash and Kishida's Economic Policy: Two Sides to Consider
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Sep 27, 2021 [Vol.290]
Evergrande crisis signals the end of the growth story with Investment=Debt expansion ～The financial crisis will be averted for the time being, but a marked slowdown is inevitable
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Sep 17, 2021 [Vol.289]
Risk of anti-economics tendency among the LDP leadership contenders - Criticism of neoliberalism, globalism, and equity capitalism
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Sep 06, 2021 [Vol.288]
LDP Presidential Election in Turmoil, Factional Dynamics Diminished, Kono Likely
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Aug 30, 2021 [Vol.287]
The long-term trend ahead of tapering (2) ～ A change in the course of U.S. equity capitalism and the end of Japanese equity inferiority
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Aug 27, 2021 [Vol.286]
The long-term trend ahead of tapering (1) ～The end of the 40-year downtrend in interest rates and the risk of U.S. stocks
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Aug 20, 2021 [Vol.285]
"Cheap Japan" will be the driving force behind Japan's revival
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Jul 13, 2021 [Vol.284]
Why big government is inevitable - The Implications for Investment
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Jul 05, 2021 [Vol.283]
Triple High in the US, Double Low in Japan -Dollar rises, US stocks tumble as tapering begins, JP stocks regain relative advantage as yen falls
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Jun 06, 2021 [Vol.282]
The atmosphere around Japan will change dramatically from now on
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May 18, 2021 [Vol.281]
Post-Corona global economic recovery in sight, Japanese stocks again in spotlight
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Apr 26, 2021 [Vol.280]
Japan lags behind in the era of big government - The start of major infrastructure projects by President Biden and the underlying economic ideology
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Apr 01, 2021 [Vol.279]
Japan-US Alliance Deepens, Eyes on 120-130 Yen to the Dollar - Geopolitics causing a standalone depreciation of the yen
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Mar 24, 2021 [Vol.278]
Japan's Prices Are Screaming - The Root Causes and Prospects of Japan's Deflation (1)
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Mar 22, 2021 [Vol.277]
Definitive antagonism b/w US & China and clear focus on Japan, resulting in LT depreciation of yen
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Mar 11, 2021 [Vol.276]
Thanks to the Bank of Japan - Japan has started to break free from Japanification
