JAPAN: GPIF & Three Public Pensions - Not Done Buying Stocks & Foreign Assets
(19 July 2015) - Last week the GPIF reported its Fiscal 2014 (year to end-March 2015) investment results, asset, and manager allocations. The...
776 Views
JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
475 Views
JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
Japan 2024 H1 Bank Guidance: Interest/Fees ⬆︎, Expenses/Credit Costs⬇︎ - Opportunity Good Still
10 of about 70 Japanese regional banks have revised guidance for the H1 to end-Sep 2024. The average gain is near 70% vs previous guidance. That's...
681 Views
Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
718 Views