governance/stewardship/fiduciary
August 10, 2016by Investment in Japan
Policies and business activities related to Japan investment opportunities
Governance / Stewardship
Japan investors vote for better returns
“Healthy sense of tension between shareholders and managements are required.”
Japan pension fund to pick socially responsible stocks
“It is disappointing to see ESG/PRI being marketing tools. It is very clear that appropriate active stock picking decisions involve ESG factors.?”
The Great De-Privatization: From Japan Inc. to Inc. Japan
“Impact and challenges of government ownership is well summarized.?”
Recent News
Business
Japan Display asks fund for help in shift to new tech
Policy
BOJ board divided on whether monetary easing has limits
GPIF
Timing right for $75 billion stock binge after Japan pension whales’ losses
GPIF breaks into ESG-investing sphere
Economy
Mizuho Research: Monthly Economic Report
Monthly Report of Prospects for Japan’s Economy August 2016
JCER:Japanese Economy Update
BOJ
[Speech]Japan’s Economy and Monetary Policy — Growing Uncertainties Surrounding Overseas Economies and Enhancement of Monetary Easing —
The Bank of Japan has disappointed again
Summary of Opinions at the Monetary Policy Meeting on July 28 and 29, 2016