Report Detail Summary

Is the Sun Rising in the East?

August 24, 2005

What will be the catalyst for the virtuous cycle in Japan? We think that the recent actions by Prime Minister Koizumi could very well do that. The outcome of the September election will determine whether he will be able to privatize the Postal System.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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