HC Picks 7

February 25, 2015
by Investment in Japan

Policies and business activities related to Japan investment opportunities

Business

Japan pines for Australia’s yields

“Would you get surprised? Most sold investment trusts tend to be based in higher yielding currencies such as A$, BRL, even Turkish Lira!”

 

Policies

Bank of Japan Should Relax Inflation Target, Says Ex-Official

“And the deregulation of agriculture industry had started.”

 

Economy

Japan’s Luxury Sales Are Booming, Even In a Weak Economy
In Japan, Chinese tourists are a welcome boost ? if a loud, messy one?

“Definitely, number of tourists are increasing.”

 

Japan Post

Not so Little: Meet the $340m winner in Japan Post’s takeover of Toll

Japan Post agrees to $5.1 billion takeover of Australia’s Toll Holdings

Japan’s Central Bank Told the Check’s in the Mail

Toll Holdings’ shares leap on Japan Post bid

Japan Post privatisation moves closer

“Investors would need to confirm very attractive? mid term business plan.”

 

And more

11 Japanese customs that are shocking to foreign travelers

“Have a break. Interesting to see what are shocking to travelers. Important factors on business practices: never be late,? always client first, everyday smart appearance, never brace elbows on the desk etc!”

 

Recent News

Business

Japan Inc. Gets Moving

After Japan poultry deal, Indonesia sets sights on more Asian buyers

More Drugs Born in Japan Approved for U.S. Market

Japan Display May Build New Factory in Japan to Supply Apple

Made-in-Japan Electronics Regain Competitiveness, Index Shows

Japan Inc.’s $2 Trillion Cash Fuels Overseas Purchases

Japan Display in talks with Apple to build iPhone screen plant: source

 

 

Policies

Analysts still see more BOJ stimulus coming

BOJ Statement on Monetary Policy

Summary – Japan at the Tipping Point: Japan’s New Corporate Governance Code and the Third Arrow Reforms

BOJ says economy on mend, keeps ultra-loose monetary policy

Analysts still see more BOJ stimulus coming

 

 

GPIF

Japan Puts Off Overhaul of $1.1 Trillion Public Pension Fund

 

 

Economy

Goldman sees ‘revolutionary’ shift in Japan Inc

Japan trade deficit contracts 58 percent in January, on recovering exports, falling oil prices

BOJ Monthly Report of Recent Economic and Financial Developments (February, Full text)

Japan’s ‘zombie’ firms holding back recovery

Japan Inc. sees no need for 2 percent inflation or more easing: Reuters poll

Look no further: Japan Inc. wants you

Japan January inflation seen easing, factory output up; BOJ sits tight

 

 

?Market

Japan February flash manufacturing PMI falls to 51.5 from 52.2 in January

Big Swings in Japan Government Bonds Raise Hopes, Doubts About Abenomics

Japan 40-year bond auction produces highest yield of 1.55 percent

 

 

And more

Rise in Foreign Tourists Brings Economic Benefits to Japan

Japanese Property Market Quarterly Review, Fourth Quarter 2014(NLI Research)