A Kinki Osaka Ménage à Trois?
Early this past week, during the day, the Nikkei and Yomiuri had intraday headlines suggesting that Sumitomo Mitsui Financial Gr (8316 JP) and...
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Minimal Impact From Larger Credit Loss on Toshiba; Maintaining FVE for Major Japanese Banks
On Jan. 19, Toshiba Corp (6502 JP) reported that it will likely book a combined noncash charge of up to JPY 700 billion, mainly for goodwill...
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1H16 Better-Than-Expected Results Suggest Earnings Inflection Points; Positive For Japanese Banks
Four major banks under our coverage reported better-than-expected results, indicating an inflection point in their earning structure. In aggregate,...
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What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Why Hold Japan, Part I: Relative Tax Regimes
SummaryForeign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data. Yet given Japan's...
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