HC Picks 211

April 10, 2019
by Akane Hashimoto

Category : [ BUSINESS ]   [ POLICY (BOJ) ]  [GOVERNANCE / STEWARDSHIP / FIDUCIARY]

-Policies and business activities related to Japan investment opportunities-


 

Business

・Japan’s Nomura axeing jobs and bank branches to cut costs by $1 billion

 ”You might wish to check this. They seriously understand the reality.”

https://www.nomuraholdings.com/investor/presentation/data/2018_1204_prem.pdf 

・Japan’s MUFG Looks to Acquire More Overseas Asset Managers

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Policy (BOJ)

・Japan prepares to ease merger rules as regional banks struggle

・Japan Plans Tighter Oversight of Regional Banks’ Profits

 ”BoJ ultra-ease monetary policy had been around for a while. FSA had been encouraging regional banks to review their business model for decades. Interest rate level is a policy, but spreads need to stay based on credit quality.”

・10 ways central banks are experimenting with blockchain

 ”Interesting research that can improve cost and time efficiency for all kinds of transactions.”

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Governance/Stewardship/Fiduciary

・Mrs Watanabe joins activist investors to shake up Japan Inc

 ”This Monex event can have some positive impact on voting activities. A watch.”

・Responsible investing gaining popularity

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