HC Picks 45

Policies and business activities related to Japan investment opportunities

GPIF

Japan’s GPIF posts record loss in July-Sept as China worries, yen bite

“Their allocation policy shouldn’t be based on short term performance.”

Governance/Stewardship

Japan Urges Its Companies to Help Stimulate Economy

“Even a small effort to improve shall be a big thing.”

Recent News

Business

Are Japan’s banks about to make their presence felt?

Japan falls out of love with petrol

Japan plans ?3 trillion additional budget to prepare farmers for TPP, help struggling pensioners, families

Japan expected to reach deal with India on defense-related equipment exports

GPIF

Investment results for the second quarter of fiscal 2015

Economy

5 Things to Know About Risks and Hope Ahead in Japan Economy

Japan Likely to Hit 2020 Tourism Goal Early, Thanks to Chinese Visitors

Japan under pressure to accept more immigrants as workforce shrinks

Japan unemployment falls to 20-year low

Japan Post

GPIF’s Shimizu to lead Post Bank’s push into private equity

Japan Post Bank to establish a PE division

BOJ

[Speech]Japan’s Economic and Price Developments and Monetary Policy: Underlying Inflation Trend and Inflation Expectations

BOJ’s Kuroda dismisses calls to go slow in hitting inflation target

Inbound

Japanese Healthcare Attracts Medical Tourists

Governance/Stewardship

The Failure of Japanese Corporate Structure

ICGN’s Public Comment to the FSA’s Follow-Up Council on the Corporate Governance Code and the Stewardship Code

After strong start, Japan must keep reform momentum up

Changing Japan’s corporate culture