governance/stewardship/fiduciary
November 4, 2015by Investment in Japan
Policies and business activities related to Japan investment opportunities
Japan Post
Japan Post Prepares to Deliver $12 Billion IPO
“Questions about future enterprise value of Japan Post and JP Bank.”
“Corporate value vs social service”
Recent News
Business
Japan’s pricy farmers eye export push, unfazed by TPP
Loeb’s Third Point Takes Stake in Japan’s Seven & I Holdings
Japan regional lenders Joyo, Ashikaga agree to merge
Policy
IMF: Japan needs sales tax hike for fiscal sustainability
Japan’s missed targets: A severe misdiagnosis?
Economy
Give It a Rest. Abenomics Is Doing Fine.
Japan’s consumer prices dip 0.1% on year in Sept. down for 2nd month
Monthly Report of Prospects for Japan’s Economy (November_JRI)
Market
Trump’s ‘Japan Is Back’ Shows Yen Impact Justifying BOJ Inaction
Japan Post
Japan Post companies set for 1.4tn yen debut Wednesday
BOJ
BOJ keeps monetary policy steady
Outlook for Economic Activity and Prices (October 2015, full text)