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...
450 Views
šÆšµ JAPAN ā¢ Results & Revisions 27th May - Recruit, DNP & Dentsu
ALL GOOD - Japan has had a 'good' COVID-19 relative to many countries. With a little help from the Bank of Japan, Japanese equities are only 11%...
490 Views
šÆšµ JAPAN ā¢ Results & Revisions 22nd May - FUJIFILM, ASICS, Benesse
CLOSURE - As the fashion amongst Japanese companies is not to make any full-year forecasts, there has been little change in our forecast-based...
352 Views