Today’s Pick 168

May 30, 2018
by Akane Hashimoto

Policies and business activities related to Japan investment opportunities

Japan’s elderly care bill soaks up worker pay rises
“There is no choice, either to pay, to establish its own business, or to work until 75.”

GPIF contracts show its long-term promise
“Hopefully, the discussions on strategy allocation and manager selection would not be mixed.”

Big Trouble in Little Japan
“Japan economy is adjusting towards declining population and lack of labor.”

Japan’s Chikyoren hires Mitsubishi AM for domestic infrastructure mandate
“Chikyoren is the Japan’s second largest pension fund.”

Tokyo lures in overseas hedge funds and fintech
“Tokyo Metropolitan office is targeting to open a ‘global financial center’ .”

Demand from Japanese regional investors lifts Lloyds Samurai
“Explains how much demand for yield exists.”

Japan GDP A Clear Signal For BOJ, While Savings Rate Surges
“Most Japanese wealth are held by retired people. They would not spend in a low interest rate environment. ”


Recent News



Japan Posts Second Highest Current Account Surplus in 2017

Japan’s 2017 external assets fall, still biggest creditor nation


Policy (BOJ)

Bank of Japan’s net income rises for second year due to earnings from ETFs

BOJ member warns against excessive monetary easing


Governance / Stewardship / Fiduciary

Corporate Japan needs to ditch unnecessary ‘poison pills’

Japan share buybacks pick up pace ahead of AGM season


Japan Post

Japan Post Bank targets more alternative investments to boost revenues



Japan’s Osaka Gas may sign new long-term LNG supplies to boost trading