HC Picks 253

February 12, 2020
by Akane Hashimoto

Category : [MARKET][GOVERNANCE/STEWARDSHIP/FIDUCIARY][BUSINESS][ECONOMY][POLICY (BOJ)][OTHER]

-Policies and business activities related to Japan investment opportunities-


 

Market

・How Japan Wants to Streamline Tokyo Stock Exchange

 “This discussion should be combined with a clear listing and delisting rule and practice.”

 

 


 

Governance / Stewardship / Fiduciary

・Elliott Push at SoftBank Reflects Rise of Shareholder Activism in Japan

 “Executives can listen to both boards and shareholders.”

 

・Elliott Management Builds More Than $2.5 Billion Stake in SoftBank

“This is interesting. Let’s see how Elliot adds value to Softbank.”

・Japan telecom SoftBank Corp CEO sees Elliott investment as ‘positive’

 

・Japan, Land of the Rising Shareholders

 

 


 

Business

・Regulatory Challenges of Wealth Management in Asia

“Best approach is to provide the most appropriate portfolio country by country, and not to centralize offerings.”

・BlackRock chief praises SoftBank’s Son as ‘incredible investor’

 

 


 

Economy

・Japan’s problem? Too much competition

“Japanese = entrepreneurs?”

 

 


 

Policy (BOJ)

・Japan to amend laws to help elderly work until 70

“Age is just one factor to look at. Skill, motivation and health shall be more important.”

 

 


 

Other

・Carlos Ghosn Was Too Big Not to Fail in Japan

“Professor Buruma’s deep insight to various situations is impressive.”