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...
363 Views
AmpGFX - ECB and BoJ Policy Easing Paths Diverge
The ECB delivered a comprehensive set of further policy easing measures. But it eschewed the concept of a tiered rate policy, in contrast to the...
380 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...
405 Views
Gunma Bank (8334 JP): Daishi Hokuetsu (7327 JP)’s Fair Share Exchange Ratio
The share exchange will require the approval of Gunma and DHFG shareholders. The two votes should pass as the share exchange ratio is fair based on...
306 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...
776 Views