Strategy Bulletin
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Oct 02, 2018 [Vol.209]
The Japan/US mega-economies and stock price boom are realities The opposition party victory in the Okinawa governor’s race will weaken the yen and push up stock
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Sep 19, 2018 [Vol.208]
The secret behind the remarkable improvement in JP corp earnings & prospects for its sustainability - International division of labor within companies is making overseas operations a profit center
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Sep 05, 2018 [Vol.207]
Japan will clearly be a beneficiary as the US-China trade war continues
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Aug 27, 2018 [Vol.206]
Are Japanese stocks on the verge of a turning point?
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Aug 21, 2018 [Vol.205]
Trade War Midway Report: Approaching the point where the US succeeds and China retreats - Avoiding a collision will trigger a relief rally starting in the fall
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Aug 01, 2018 [Vol.204]
Let’s assume stock prices reflecting 2% inflationary expectation, sealed exit theory - Should the BOJ take a guidance target for stock prices into view?
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Jul 12, 2018 [Vol.203]
The true nature of the Trump administration and a stronger dollar
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Jul 06, 2018 [Vol.202]
The US-China Trade War and China’s Achilles Heel - A 2015-style crisis in China will not happen this time
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Jun 27, 2018 [Vol.201]
The Big Picture for the US-China Trade War President Trump’s successful policies and the outlook for trade friction (winners and losers)
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Jun 14, 2018 [Vol.200]
An age of change on an unprecedented scale - The rapid emergence of shareholder capitalism
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May 21, 2018 [Vol.199]
Extreme optimism is correct Speech Transcript – The Eighth Great East Japan Earthquake Recovery Support Seminar (May 12)
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Apr 24, 2018 [Vol.198]
Storm clouds dissipate as the sun shines on Japan’s superiority
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Mar 29, 2018 [Vol.197]
Rapid stabilization is likely due to the success of the Trump initiative - Expected concessions by North Korea and China and why Japanese stocks are extremely undervalued
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Mar 08, 2018 [Vol.196]
The Outbreak of a US-China Trade War - The Trump administration’s priorities, the shift from economics and domestic issues to geopolitics
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Mar 05, 2018 [Vol.195]
Skepticism about the Strong Yen Theory
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Feb 07, 2018 [Vol.194]
Musha Research’s view of the US-led market crash
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Jan 29, 2018 [Vol.193]
Assessing the Robust US Stock Market and Economy and President Trump’s First Year
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Jan 01, 2018 [Vol.192]
Japan is very well positioned to welcome a new year The foundation established during the Heisei era clearly positions Japan for a new era of prosperity
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Dec 11, 2017 [Vol.191]
Japan’s return from wonderland – 2018
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Dec 07, 2017 [Vol.190]
Japan’s return from wonderland – 2018 (Summary)
