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...
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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...
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Deal rationale remains unclear but we would be inclined to take a leap of faith
Sony plans to raise US$2.5bn through an issuance of primary shares via a global follow-on offering. Our fellow insight provider Travis Lundy,...
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SONY: Horrible way to announce an investment, but NOT likely a takeover of Sony Financial
At 2pm local time, almost exactly one hour before the close of the month, quarter, and half year for investors, the Nikkei saw fit to leak...
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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...
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