Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. Â The question tends...
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Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
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The Changing of Wages and the Learning Effect
Professor Takao Komine (Hosei University) argues that a similar "Learning effect", which emerged after the first oil shock and during the second...
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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. Â Yet given Japan's...
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Japan: No Sign of Inflation Yet, but Manufacturing Is Resurgent
Export volumes recovering: Export value fell 6.9% y/y in September, after falling 9.6% in August. However, export volumes grew 4.7% in September,...
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