HC Picks 140

October 25, 2017
by Akane Hashimoto

Policies and business activities related to Japan investment opportunities

As scandal widens, Japan’s Kobe Steel faces key debt test
Japan standards inspectors search Kobe Steel over faked data
“This case wouldn’t be to bad for the market if corporate governance of Japan Inc improve significantly.”

Japanese now hold 1,000tn yen worth of foreign assets
Japan’s Government Pension Investment Fund eyes infrastructure
Japan’s Mitsubishi, U.S. partner to invest $1.8 billion in data centers: media
“Not only in Japan, asset ownership is becoming a very big theme. Real Estate is one of the oldest asset, but currently tend to be classified as alternatives. Should be one of the core asset classes.”

Corporate scams deal a big blow to Japan’s image
“Higher focus on core competence shall activate corporate events and restructurings, which leads to growth of private equity investments.”

The Election Win of Japanese Prime Minister Shinzo Abe Puts the Nikkei on Track for a Record Rise
“Japanese nationals have decided to pursue with the current growth policies, Abenomics.”

 

Recent News

 

Election

Japan election outcome bodes well for equity market says M&G Episode Income Fund manager

 

Policy (BOJ)

FSA to inspect struggling regional banks

 

Business

GIC announces undisclosed investment in Japan’s JRE

 

GPIF

Success attracts new players to private equity