governance/stewardship/fiduciary
July 7, 2016by Investment in Japan
Policies and business activities related to Japan investment opportunities
GPIF
Japan Government Pension Fund Sues Toshiba Over Accounting Scandal
“Toshiba following VW and Seibu Railway”
World’s biggest pension fund boss stays course through Brexit rout
“Good for Japan to have a long term minded boss. ”
Governance/Stewardship
Arora’s Walkout Returns the Focus to Japan Inc. Succession Woes
“Having said so, the background is not clear yet.”
Brexit
Why Japan will pay a big price for Britain’s vote to leave the E.U.
“An article that summarize FX policy related to Brexit.”
Japan Yields All Drop Below 0.1% First Time in Global Bond Surge
“If there is no yield, there is going to be no reason for saving, and the whole basics of finance might need to be reviewed. Seriously!”
Recent News
Business
Sony upbeat on games and robots but cuts outlook for image sensors
Japan becomes home to more acquisition targets
Sparx Group to launch Asia-focussed fund
Policy
Abe’s election campaign puts BOJ policy in the back seat
Japan banks to disclose sales commissions for transparency
GPIF
Japan’s GPIF had portfolio losses of over $50 bln last FY
Pension giant GPIF likely lost over ?5 trillion playing stock market in 2015
GPIF’s stock-heavy portfolio takes hit from Brexit turmoil
Olympus settled claim from Japan’s GPIF over scandal – source
Economy
Japan outbound M&A slows sharply in 2016; Brexit risk may add to caution
Japan firms’ price expectations slide, keep BOJ under pressure
JRI: Monthly Report of Prospects for Japan’s Economy July 2016
Mizuho Research: Monthly Economic Report
BOJ
Tankan (June): Summary and Outline
Bank of Japan could be the first to adopt ‘helicopter money’ policy
Japan business mood stagnates on global uncertainties: BOJ tankan
Governance/Stewardship
Why Corporate Governance is Central to Japan’s Growth Strategy
Brexit
Japanese firms in U.K. face uncertainty after Brexit vote
Emergency Government-Bank of Japan Meeting on Stabilizing Financial Markets
Kishida urges Britain to ensure stable environment for Japanese firms
Brexit Hobbles Japan Inc. as Rising Yen Damps Profit Outlook