Toyota-Suzuki Cross-Badging Partnership: Another Case of Cannibalism?
Toyota Motor Corp and Suzuki Motor Corp  announced an agreement to sell each other’s cars in India, last week. As per the joint statement, Suzuki...
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Mathematics of EV Emissions
“Electric cars aren’t green” is one of the most popular arguments these days. EVs supposedly have higher manufacturing emissions than regular...
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Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
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Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year.  Latest Positioning OverviewJapan's...
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