Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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Monthly Container Shipping Tracker | March Price Weak, April Spot Rates, Too | Fuel Starting to Bite
March price momentum remained weak, and now in mid-April spot rates are beginning to fall. Fuel costs have risen sharply, and Q1-Q2 carrier margins...
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Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
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Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
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Japanese Elections: "Abenomics" Versus a Move to the Right
In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan,...
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