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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Corporate Governance in Japan: What's at Stake
Our recent policy work on Japanese structural reform has compelled us to examine contemporary issues surrounding corporate governance in the APEC...
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Why Overcoming Deflation Is Not Enough Part III: Corporate Governance
What we know so far: IST matters, as do regulation and capital allocationSo far, in our series on Japanese Total Factor Productivity, we have used...
375 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
477 Views