HC Picks 240

November 6, 2019
by Akane Hashimoto


-Policies and business activities related to Japan investment opportunities-



・SoftBank: blind spots threaten Masayoshi Son’s $100bn Vision

 “Quite a thorough analysis of the fund.”



Governance / Stewardship / Fiduciary

・Mitsubishi Aircraft faces more turbulence as it loses 100-jet order

 “This is business matter but would categorize as governance issue. How a 6 years delay be justified?”




・Japan’s Tight Labor Market Edges Down From Peak

 “Note that the denominator is the number of people who are looking for jobs. Rate itself does not tell what’s going on.”

・Japan Must Either Open Up To Foreigners Or Face Economic Collapse



Policy (BOJ)

・Japan finance minister Aso sees no need now for economic stimulus




・Reversing Japan’s Globalization Slowdown

 “You might like to read this, a small cultural experience.”