HC Picks 345

March 23, 2022
by Akane Hashimoto

Period : March 13, 2022 – March 21, 2022

Category : [Policy (BOJ)] [Business] [GPIF]

Policies and business activities related to Japan investment opportunities-


● Bank of Japan keeps easing policy steady amid low inflation, Ukraine crisis

 > “Mr. Kuroda is more concerned about Russian invasion of Ukraine than raising interest rate for now.”

● Japan delays introduction of Basel III capital rules for megabanks

 > “This was meant to support borrowers.”

#Policy (BOJ)


● GM to buy SoftBank’s stake in Cruise self-driving unit for $2.1 billion

 > “A traditional company helping a new business model. Flexibility of liquidity management in a downturn market is key for all businesses.”

● SoftBank-Backed Oyo Said to Weigh 50% Smaller IPO as Markets Sag

● SMBC Nikko trading scandal threatens future of brokerage’s equities division

 > “An internally approved misconduct? Details still to be clarified.”

#Business


● JPMorgan Sees a 10% Boost for Stocks as Big Investors Rebalance

 > “For big investors, regular rebalancing should be the best solution for long term performance.”

#GPIF