HC Picks 71

Policies and business activities related to Japan investment opportunities

Policy

Japan fund managers get bearish on Abenomics: Survey

“…then what are their plans for growth?”

Economy

Corporate social responsibility can save Japan

“Encouraging article focusing on differentiated culture, better than just talking about BOJ stimulus and inflation, although everyone knows there are target dates in any project.”

Recent News

Business

Sumitomo Chemical to take majority stake in Excel Crop Care

Nippon Yusen to make ?10 billion investment in offshore oil development venture

Private equity eyes Japan’s failed deals

Petrobras’ Japan Unit Sale Said to Draw Interest From JX, Tonen

Policy

Fiscal Concerns Grow as Abe Again Postpones Consumption Tax Hike

Japanese business feeling the heat over Brexit vote

Economy

MUFJ: Global Watch May 2016

?Market

Japan’s Second-Biggest Bond Fund Doesn’t See Value in Yen Debt

BOJ??

BOJ seen standing pat in June, but easing further in July to meet price goal

Economists expect Bank of Japan to expand stimulus, whether in June or July

Bank of Japan Faces Pressure to Act, but ‘Brexit’ Vote Looms

As Central Banks Meet, Japan’s Faces the Toughest Dilemma

Governance/Stewardship

Discussion Paper by Hideaki Miyajima et al : ”Does Ownership Really Matter?: The Role of Foreign Investors in Corporate Governance in Japan”

Negative Interest Rate

DP urges BOJ to abandon negative interest rates

Japan megabank may give up dealer privilege in bond market

Japan’s BTMU threatens to quit JGB primary dealers’ club

Angry banks complicate BOJ’s ability to deepen negative rates

Negative interest rates by ECB, BOJ can’t boost growth

BTMU says it will drop out as JGB primary deale