governance/stewardship/fiduciary
September 30, 2015by Investment in Japan
Policies and business activities related to Japan investment opportunities
Policy
Wary Fed has markets recalling years of Japan disappointment
?”Beauty of Japan case exists when other nations can learn from us.”
GPIF
Japanese public pensions focusing on environment, social issues
?”Hopefully they will shift to active investment rather than buying the whole market.”
Governance/Stewardship
Gloomy forecast for Japanese corporate governance
?”Means, plenty of upside!”
Recent News
Business
Seven & i plans locally targeted items to revive general stores
Meiji Yasuda seals partnership with UK’s No. 2 asset manager
UPDATE 1-Japan Tobacco in talks to buy Reynolds assets worth $5 bln -Bloomberg
JT to buy Reynolds’ Sante Fe unit, aims for deal this week: Nikkei
Comcast Buying 51% of Universal Theme Park in Japan
Policy
What elections in Japan and Canada say about the future of trade deals
Political storm rages in Japan over sales tax relief plan
How the Fed Waiting Game Pushes Japan to Ease
Abe aims arrows at new targets with three fresh goals for ‘Abenomics,’ 20% rise in GDP
Shinzo Abe tweaks his economic programme for Japan
Bank of Japan Chief Pressures Businesses to Raise Wages
Bank of Japan’s Kuroda says Fed hike won’t spur exodus from emerging markets
Abe meets Putin, focuses on presidential visit by year-end
GPIF
Japan’s giant pension fund, GPIF, reported in PE deal with IFC
GPIF publishes annual report, MFS Investment sparkles
Government Pension Investment Fund：“GPIF has become a signatory to the UN-PRI”
Economy
Japan finmin – Fed decision likely reflected voice of emerging economies
‘Made in Japan’ is back in vogue
Matthews Asia: Japan Then And Now
Japan consumer prices fall for first time since launch of BOJ stimulus
Japan refocused: Which companies and sectors are driving change?
Market
Expect More Easing from Bank of Japan in October
Somerville keeps ‘domestic slant’ to Japan fund
Japan Post
Japan Post IPO Investor Meetings Kick Off in Packed Hotel
Japan Post faces tough sell for $11.5bn IPO
Japan Post Bank likely to get OK for local investment fund
BOJ??
BOJ stands pat, offers bleaker view on exports and output
BOJ’s Kuroda: No particular requests on policy from PM Abe
Speech by BOJ Governor Kuroda in Osaka (Japan’s Economy and Monetary Policy)
Governance/Stewardship
Japan Regulator Urges Banks to Meet Pledge to Cut Shareholdings