HC Picks 374

March 22, 2023
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.”


● Tokyo sees another record early start to cherry blossom season

 > “Early spring days. Those planning for a visit, please pay attention to hay fever.”