HC Picks 77

July 27, 2016
by Investment in Japan

Policies and business activities related to Japan investment opportunities

GPIF

No retiree left behind: Japan turns to riskier DIY pensions

“One of the reason why our regulators are eager to developing healthy investment trust market. Discussion on GPIF is also a hot topics.”

 

Economy

Masayoshi Son: The ‘Bill Gates of Japan’ who masterminded Britain’s biggest tech deal

“Good read. The type of business management that is required in Japan.”

 

Japan Looks To Fourth Industrial Revolution To Help Reach ‘Impossible’ GDP Target

Why SkyBridge Keeps All Its $13 Billion Out of Japan Hedge Funds

“Government waiting for? business managements to follow them while gaining time by supporting stimulus. Time is limited!”

 

What’s Wrong With Japan’s Economy?

“Interesting read”

 

Governance/Stewardship

Japan pension fund to try socially responsible stock picking

“Part of the efforts to build a fiduciary culture.”

 

Recent News

Business

Japan’s Komatsu to buy U.S. mining equipment maker Joy Global for $2.9 billion

Fujifilm to bid for Takeda’s research reagents unit

Japanese fund managers record 2.4% growth in DB business in 1Q2016

 

Policy

BOJ could wipe out bets on July easing

BOJ’s Kuroda says to ease again if necessary to hit 2 percent price goal

Japan’s biggest bank to launch ATMs that use smartphone validation

 

GPIF

GPIF to lay bare FY14 portfolio

 

Economy

Japan plans ?20 trillion stimulus package to shore up economy, brace for Brexit

 

BOJ

Bank of Japan’s Kuroda rules out “helicopter money”

 

Inbound

Strong yen tempers record Japan tourism numbers

 

Governance/Stewardship

”Japanese Corporate Governance from the Perspective of Family Firms”

Japan’s securities industry moves to tackle material information leaks

Investors optimistic over Japanese governance changes

When it comes to governance, investors should sweat the details: Jamie Allen

 

Negative Interest rate

Japanese megabanks’ profit likely sank 30% on negative rates

 

Brexit

A Japanese Perspective on Brexit