Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
423 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
519 Views
[Japan M&A] Rohm (6963) - Refreshing Rohm's Stake Value in Toshiba, and Thinking About NEWCO
Adding Mitsubishi Elec to Toshiba/Rohm talks on combining power semi businesses is worded as if its in a hurry. That's good. NEWCO adds value....
1.4k Views
DMER - Maritime Financial Insights -Â September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
294 Views
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
437 Views