HC Picks 207

March 6, 2019
by Akane Hashimoto

Category : [ GPIF ] [ BUSINESS ] [ POLICY (BOJ) ] [ MARKET ] [ GOVERNANCE / STEWARDSHIP / FIDUCIARY ]

-Policies and business activities related to Japan investment opportunities-


GPIF

・Japanese pension funds: Slowly but surely

 “Should be time to review asset definitions. “Alternatives” would not help monitoring nor risk management.”

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BUSINESS

・Mitsubishi to Acquire Aviation Finance Business of DVB Bank

・Japan’s MUFG to buy German DZ Bank’s aviation finance arm

 “Good move. Potentially JREIT market might grow to aviation sector.”

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Policy (BOJ)

・Japan plans rule change to encourage regional bank consolidation: Nikkei

・Mizuho Bank chief calls on BoJ to reconsider monetary easing

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Governance/Stewardship/Fiduciary

・Dalton Calls for `Massive’ Buybacks, Board Seat at Shinsei Bank

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Market

・CLO Market’s Japanese Buyers Face More Regulatory Scrutiny

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