šÆšµ JAPAN ā¢ Greensill, Gaming Payables & The Seven Samurai of Supply Chain Finance
As part of the fallout from Greensill Capital's collapse, much has been made of the risks involved in supply chain finance and the accounting...
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šÆšµ JAPAN ā¢ The Post-COVID Rotation Accelerates
Over the last 20 trading days during which TOPIX reached 1,974.99, many market leaders have seen a significant correction, and there has been a...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain?Ā Early reports seem tame enough, but automobile manufacturers are...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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šÆšµ JAPAN ā¢ Results & Revisions 28th May - Nissan, Nikon & Toray
LIMPING HOME - 42 companies reported results on Thursday of which 32 were for the full-year. Of these, 38% made FY2021 forecasts of which only...
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