governance/stewardship/fiduciary
February 3, 2016by Investment in Japan
Policies and business activities related to Japan investment opportunities
Policy / Market
Japan’s latest gambit: Negative interest rates
Dollar Surges After Japan’s Rate Cut
Japan Negative Interest Rate: Abenomics Faces New Challenges As Bank Of Japan Stuns Global Markets
Bank of Japan’s negative interest rate decision explained
Where should investors look for opportunities in Japan?
“It is obvious that our government is seriously committed to change and improve the structure and efficiency of Japanese market and corporate balance sheet. Corporate Japan and investors to follow.”
Could Bank of Japan’s crazy gambit actually work?
“People save money to support their life as economy is matured. It shall be important to show growth area and total capital required in order to activate those savings.”
Recent News
Business
Japan Won’t Give Up Sharp Without a Fight
Japan’s top steelmaker to buy No. 4 Nisshin Steel
Why Sharp Is Being Rescued By Japan Inc. And Taiwan’s Hon Hai (Foxconn) Rebuffed
Japan fund may later merge Sharp’s solar power unit in bailout plan: Nikkei
Hon Hai CEO says Sharp to decide on investment within week
GPIF
Summary Report of GPIF’s Stewardship Activities in 2015
Economy
Monthly Report of Prospects for Japan’s Economy February 2016(JRI)
Market
Strong case for value investing in Japan
Japan Post
Japan Post Bank to form RE department headed by GPIF’s Shimizu
Japan Post Bank to start in-house stock investments
Governance/Stewardship
Japan needs to make new governance rules work
PB Analytics – Japanese Boards, Composition at FYE
Japan’s Public Pension Fund: Asset Managers Can Be Better Shareholders
”Proposals for Raising Productivity in Japan” (by Nicholas Benes)