Today’s Pick 201

January 23, 2019
by Akane Hashimoto

Policies and business activities related to Japan investment opportunities

Japan firms have no plans to strengthen governance after Ghosn arrest: Reuters poll

“Although accurate disclosure is very important, the question here may be more about Mr. Ghosn’s incentives behind the fact.”

 

Investors have for decades taken an ‘Asia ex-Japan’ approach. Some say that’s ‘obsolete’

“Because Japan is no more dominant in the region. Makes sense.”

 

New Japanese regulatory proposal could hit US CLOs

U.S. CLO Market at Risk From Proposed Japanese Rule Change

“The proposal is based on BIS revision announced in 2016. (https://www.bis.org/press/p160711.htm). Improving investors ability to select good assets might be more important than applying rules.”

 

Business

Carlyle, Nomura plan joint bid for beer maker Orion

Japan Tobacco ratchets up smokeless war with new products

 

Economy

Foreign tourists spent record ¥4.5 trillion in Japan in 2018