Strategy Bulletin
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Jan 01, 2021 [Vol.269]
2021 will be the starting point for an upswing in short/medium/long/super-long term economic cycles ～Bet on a boom this year
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Dec 21, 2020 [Vol.268]
In 2021, the biggest risk is underestimating the resilience
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Dec 03, 2020 [Vol.267]
Japanese stocks surge w/the prospect of COVID-19 being conquered in 2021 and a global boom in sight
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Nov 17, 2020 [Vol.266]
US Market becoming speculative before the 2021 economic expansion - Japanese stocks have a big advantage
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Nov 13, 2020 [Vol.265]
New York stocks become more speculative, but Japanese stocks are in a safe zone
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Nov 06, 2020 [Vol.264]
Speculation strengthens in New York; Japanese stocks relatively more stable - Will next year be the year that Japanese stocks take center stage?
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Oct 22, 2020 [Vol.263]
Analysis of the Economy Affected by the Corona Pandemic
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Sep 15, 2020 [Vol.262]
A big rally may come after the election of Mr Suga and expected LDP's victory at a snap election
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Sep 09, 2020 [Vol.261]
Abe evaluation by "The Economist" and "Weekly Economist" ~ Mr. Buffett began to evaluate Japan while Japanese experts and media are busy with Abe criticism
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Aug 31, 2020 [Vol.260]
Post-Abe will still be “Abe” – The Abe administration’s historic achievements and the political situation today
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Aug 25, 2020 [Vol.259]
The significance of Huawei’s “death sentence” ~An enormous change is likely in the high-tech market~
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Aug 13, 2020 [Vol.258]
Corona Pandemic - If We’re Past the Worst, Then Stock Prices Should Be High
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Jul 27, 2020 [Vol.257]
The US-China relationship has become hostile - Implications for the economy and investments
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Jul 13, 2020 [Vol.256]
A Great High-tech Boom Will Revitalize Japan ~ The key to the US-China confrontation is semiconductors, the new ‘crude oil’
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Jul 01, 2020 [Vol.255]
Point of No Return, U.S. Financial Sanctions against China Up for Discussion ～Careful Attitude to Investment
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Jun 10, 2020 [Vol.254]
The Coronacrisis is Stimulating Innovation ～ Why stocks have staged a V-shaped recovery ～
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Jun 09, 2020 [Vol.253]
What’s ahead for the HK problem and US-China standoff?
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May 28, 2020 [Vol.252]
COVID-19 Pandemic Interim Summary
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May 01, 2020 [Vol.251]
Pandemic breaks down historical trends and pushes up stock prices
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Apr 20, 2020 [Vol.250]
Stocks have hit bottom – Governments need to determine spending
