Japan's Banks Can Lose 30% of Income
With less interest income on cash, securities and loans, Japan’s banks can lose a considerable amount of current profit. We show how negative...
294 Views
Japan's Nasty Margin Trend
It was bad enough before, but negative rates will only exacerbate the worsening margins of Japan’s banks. These banks are highly liquid, so that...
293 Views
Low returns in Japan can not afford impending recession
As Japan enters recession with -1.2% annualized GDP growth in 2Q15 (from +4.5% in first quarter) we need to consider how banks can ill-afford...
364 Views
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...
520 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...
422 Views