Independent Strategy

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The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

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19th March, 2024 » BoJ – as expected

Bullish our positions long Yen, short JGB and long Japanese equities (focus on bank stocks, hi-tech, autos). If anything the…


17th July, 2018 » Behind the Shōji

The buoyant Japanese labour market is finally generating some wage pressure. But Japanese demographics have created a structural demand deficit…


28th July, 2014 » Japan – false hope

Japan’s deteriorating trade deficit exposes one of the biggest problems with Abenomics. It places too much weight on the Bank…

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