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Japan Treasury (JAPAN GOVT)
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bearish
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Macroeconomics
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17 May 2018 16:38
A Wake-Up Call for Japanese Policymakers.
After 2 years of consistent growth, the Japanese economy contracted in the 2018 January-March quarter. While it is a disappointing result, we think...
Takuji Okubo
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277 Views
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bullish
•
Macroeconomics
•
09 May 2018 11:09
Japan: Wages Finally on the Rise
Wages in Japan seem to be finally on the rise. According to the preliminary wage report for March 2018, regular wages in Japan rose by 1.3% year on...
Takuji Okubo
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299 Views
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bearish
•
Macroeconomics
•
27 Apr 2018 21:56
Governor Kuroda, Please Stop Lying
BoJ Governor Kuroda is starting to resemble these government officials being hauled into the parliament to give explanations they themselves do not...
Takuji Okubo
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220 Views
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bullish
•
Macroeconomics
•
20 Apr 2018 06:42
Japan Entering a New Era of Capital Efficiency
For years, ROE among Japanese companies languished in low single digits. No more. The average ROE rose to 9.1% in the fiscal year 2017, clearing...
Takuji Okubo
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327 Views
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bearish
•
Macroeconomics
•
30 Mar 2018 16:48
PM Abe Facing Erosion of Support from His Party
The opposition parties seem to be losing momentum in pursuing the responsibility of Prime Minister Abe for the cronyism scandal. However, we are...
Takuji Okubo
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255 Views
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