- 2020/10/14
- BlackRock assets climb to record $7.8tn in third quarter
"Asset size is much bigger than Japanese mega banks. They can easily find assets to invest in. Can this fact attract Japanese financial institutions to boost asset management businesses?" - 2020/10/13
- SoftBank Exec Scoffs at Reports the Company Is a ‘Whale’
- 2020/10/12
- NTT’s $40bn bet on home market to fend off Big Tech
- 2020/09/29
- NTT to take mobile unit Docomo private for ¥4 trillion
"Consolidation may lead to better governance structure or worse disclosure. We'll see. At least they can save cost related to double listing." - 2020/09/29
- Japan’s NTT to buy out mobile unit DoCoMo in $40bn deal
- 2020/09/26
- What Warren Buffett sees in Japan Inc
"It will be the ever big chance for Japanese companies to show who they are and to show the beauty of their business models. Hope this leads to innovation." - 2020/09/24
- The Dismal Outlook For Mitsubishi UFJ
"This represents typical issues on Japanese banking business. Let's see how efficiently they can grow non-banking businesses." - 2020/09/14
- SoftBank is selling British chipmaker ARM to Nvidia for $40 billion
"Mr. Son has a number of financing options, and extremely good at raising capital. In case Softbank sees limited opportunity raising capital from the market at appropriate cost, there may be a good reason to privatize." - 2020/08/31
- Warren Buffett's Berkshire Hathaway makes big bets on Japan
"It is quite unusual to invest in all five of the major trading houses. Is he expecting mergers or consolidations? They own a number of private companies. Can those be his target? Can lead to active private equity transactions in Japan? Interesting decision to follow." - 2020/08/31
- Warren Buffett, at 90, Still Has an Eye for a Bargain
- 2020/08/26
- Job losses loom as Vanguard closes Hong Kong, Japan operations
"Looks like they are more focused on asset gathering. Might better call it as a fund operating business or asset banking business and distinguish from asset management business…" - 2020/08/19
- Takeda to sell Japan consumer health unit to Blackstone for $2B-plus: reports
"This is a good example of companies utilizing private equity funds to focus on core businesses."
