Focused thinking: 2 min read

Gauging the risk of a second wave of Covid-19

We develop a visual tool to assess the risk of a Covid-19 second wave as ... [Read more]

June 2020

Focused thinking: 3 min read

World after reopening and ideas for Japanese equities

April 2020

Focused thinking: 1 min read

Damocles update 3: Our early warning indicator of exchange rate crises

Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]

April 2020

Focused thinking: 3 min read

Will Covid-19 tip the Japanese economy into recession?

Japan's senior society facing severe economic cycle ... [Read more]

March 2020

Focused thinking: 4 min read

Upturn in global IT cycle and the Japanese economy

Attention is focusing on the global IT cycle following the launch of commercial 5G services ... [Read more]

February 2020

Focused thinking: 1 min read

Asia Pacific technology: The bull phase to continue in 2020F

We expect upstream companies to be more attractive in the tech sector in 2020. ... [Read more]

January 2020