HC Picks 261

April 8, 2020
by Akane Hashimoto

Period : March 31, 2020.-April 05, 2020

Category : [Economy][Business][Market][Policy (BOJ)][GPIF][Other]

-Policies and business activities related to Japan investment opportunities-


● Abe set to declare coronavirus emergency for Japan

> “Hopefully we can go through this unusual situation.”

#Economy


● Another Activist Buys Into SoftBank, This Time as a Value Play

 > “Who’s right?”

● SoftBank bolsters investment team with ex-Goldman hire

> “Ex Japan Post Bank leaderships joining Softbank. Pay attention to their recovery strategies.”

#Business


● Japan Lenders Tapping Fed Dollars for Clients, Bank Group Says

> “Might see more cross boarder M&A activities. Interesting.”

● Japan’s 5 Major Banks See Latent Share Profits Plummet

# Market


● Japan Plans for Basel III Implementation in March 2023

> “Basel III is requiring more cushion for unexpected events. Shall see how Basel II works in this pandemic situation, and how financial stability works.”

#Policy (BOJ)


● GPIF taps CIO from Goldman Sachs

● GPIF hunts for overseas bonds to escape Japan’s low yields

#GPIF


● Does Japan’s culture explain its low COVID-19 numbers?

> “I found this article quite reasonable and explains Japan culture well.”

#Other