by Akane Hashimoto
HC Picks
● Why has Nissan lost two leaders in quick succession?
>“Governance is corporate culture. Investors need to seriously evaluate what is good and bad.”
● There’s a New Hedge Fund for Badly Governed Companies in Japan
>“Interesting time to focus on individual stocks. ETF would not provide such opportunities.”
● Corporate Japan Learns to Love Its Shareholders
#Governance / Stewardship / Fiduciary
● Japan Bond Sell-off Sends A Stark Warning To Wall Street
>“No liquidity should exist In case dominant investor control demand/supply of certain securities.”
● BOJ’s policy prod banks to charge fees, may affect negative rate debate
● World’s Largest Pension Fund May Have $19 Billion a Year to Buy Foreign Bonds
● World’s Largest Pension Fund Reappoints Mizuno as CIO