by Investment and Research Team
Period : March 14, 2023 – March 20, 2023
Category : [Business] [Governance/Stewardship/Fiduciary] [Other]
-Policies and business activities related to Japan investment opportunities-
● Samsung Joins Korea’s $400 Billion Bid to Lead in Key Tech
> “Korea aims to be politically and economically open in order to commit to national sustainability.”
● SVB crisis drives concern over Japanese banks’ exposure to U.S. bonds
> “SVB loan to deposit ratio and asset components are similar to Japanese banks. Similar risk exists in matured economy. Therefore, growth of retail direct investment exposure vs deposits is essential.”
● Kishida Says Wage Gains Most Important Part of ‘New Capitalism’
> “If bigger paychecks eventually trigger normalization at the central bank, it could jolt investors across the globe.”
＃Governance/Stewardship/Fiduciary
● Tokyo sees another record early start to cherry blossom season
> “Early spring days. Those planning for a visit, please pay attention to hay fever.”