The Next BoJ Governor, What If It Is Not Kuroda?
The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...
267 Views
Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election
Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would...
237 Views
Mind the Gap! GPIF Goes Basis Hunting
On October 1, the GPIF released a comment about a change in Investment Policy for FY19 (this year to 31-Mar-2020). It only came out in Japanese. It...
636 Views
Global Bond Yields Set to Rise Further
We see higher US and global yields developing. Global equity market confidence may be returning, supported by conciliatory moves on US trade...
249 Views
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...
567 Views