What a world! Abenomics is working. Prices are rising. Now, we have world where Japanese CPI is now ABOVE the US or Europe. Who would have bet on that one year ago? This is profoundly important, especially when you read the comments from PM Abe (see below). 1) The government is aggressively working to increase wages. I bet this will start happening in the US and Europe in the next two years. The pure capitalists [...]
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more