by Akane Hashimoto
Category : [MARKET] [GOVERNANCE / STEWARDSHIP / FIDUCIARY] [POLICY(BOJ)] [BUSINESS]
-Policies and business activities related to Japan investment opportunities-
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Market
・Investors ignore Japan at their peril
″Picking up this article does not mean HC is recommending the manager, but it is true that Japan is changing.″
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Governance / Stewardship / Fiduciary
・Nomura Announces Buyback, Reduced Chairman Role Before Annual Meeting
″These events will push corporate business reviews.″
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Policy (BOJ)
・How Japan turned against its ‘bazooka’-wielding central bank chief
″Credit culture might have been too weak. When negative rates had been introduced, bankers compressed spreads at the same time.″
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Business
・MUFG faces multibillion-dollar write-down on Indonesian bank
″Quoted value fell due to removal from MSCI index. This is quite an interesting case to consider what is a fair price. I believe value should be based on fundamentals, and market impact needs to be considered separately. How did the investment bank advise?″
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