governance/stewardship/fiduciary
January 6, 2016by Investment in Japan
Policies and business activities related to Japan investment opportunities
GPIF
Japan Pension Fund Considers Role for Outside Board
“Not sure if this is the final structure given the fact that “Ultimate responsibility for the fund’s performance lies with the welfare minister.””
Market
U.S. Junk Bonds + Brazil Currency Bets = Big Headaches in Japan
“Hopefully this will raise attention to the quality of investments compared to the level of artificially structured?? double-decker high dividends.”
Governance/Stewardship
“Major reforms need to come from Corporate Japan. 2016 should be an important? challenging year for all of us.”
Recent News
Business
IHI to make concrete with Myanmar government
Mizuho eyes bigger share of US market
Asahi considers buying Talking Rain for $415M
Mizu-Who? The Japanese Bank That Wants To Be The New Face Of Wall Street
Chubu Electric poised for Tokyo push
Japan’s Big Banks Step Up Foreign M&A Lending
Policy
Japan approves $800B budget that aims to spur growth, contain debt
Blackstone’s Byron Wien Predicts Abenomics Will Begin Working For Japan In 2016
Economy
80% of top execs predict 2016 upturn
Japan leadership pledges bolder steps to hit price growth target
Monthly Report of Prospects for Japan’s Economy January 2016
Japan central bank turns activist investor to revive economy
Japan Post
Hike in Japan Post deposit cap to ?13 million proposed by Cabinet panel
BOJ
BOJ’s Kuroda: cannot yet declare Japan has escaped deflation
Govt, BOJ pledge bolder steps to hit inflation target
Governance/Stewardship
Japan fines Ernst & Young affiliate $17.4 million over Toshiba audit