Today’s Pick 36

September 30, 2015
by Investment in Japan

Policies and business activities related to Japan investment opportunities


Wary Fed has markets recalling years of Japan disappointment

?”Beauty of Japan case exists when other nations can learn from us.”



Japanese public pensions focusing on environment, social issues

?”Hopefully they will shift to active investment rather than buying the whole market.”



Gloomy forecast for Japanese corporate governance

?”Means, plenty of upside!”


Recent News


Seven & i plans locally targeted items to revive general stores

Meiji Yasuda seals partnership with UK’s No. 2 asset manager

UPDATE 1-Japan Tobacco in talks to buy Reynolds assets worth $5 bln -Bloomberg

New York Life heads for Tokyo

JT to buy Reynolds’ Sante Fe unit, aims for deal this week: Nikkei

Comcast Buying 51% of Universal Theme Park in Japan



What elections in Japan and Canada say about the future of trade deals

Political storm rages in Japan over sales tax relief plan

How the Fed Waiting Game Pushes Japan to Ease

Abe aims arrows at new targets with three fresh goals for ‘Abenomics,’ 20% rise in GDP

Shinzo Abe tweaks his economic programme for Japan

Bank of Japan Chief Pressures Businesses to Raise Wages

Bank of Japan’s Kuroda says Fed hike won’t spur exodus from emerging markets

Abe meets Putin, focuses on presidential visit by year-end



Japan’s giant pension fund, GPIF, reported in PE deal with IFC

GPIF publishes annual report, MFS Investment sparkles

Government Pension Investment Fund:“GPIF has become a signatory to the UN-PRI”



Japan finmin – Fed decision likely reflected voice of emerging economies

‘Made in Japan’ is back in vogue

Matthews Asia: Japan Then And Now

Japan consumer prices fall for first time since launch of BOJ stimulus

Japan refocused: Which companies and sectors are driving change?



S&P Downgrades Japan

Expect More Easing from Bank of Japan in October

Somerville keeps ‘domestic slant’ to Japan fund


Japan Post

Japan Post IPO Investor Meetings Kick Off in Packed Hotel

Japan Post faces tough sell for $11.5bn IPO

Japan Post Bank likely to get OK for local investment fund



BOJ stands pat, offers bleaker view on exports and output

BOJ’s Kuroda: No particular requests on policy from PM Abe

Speech by BOJ Governor Kuroda in Osaka (Japan’s Economy and Monetary Policy)



Tokyo Stock Exchange: Council Of Experts Concerning The Follow-Up Of Japan’s Stewardship Code And Japan’s Corporate Governance Code [The First Council]

Japan Regulator Urges Banks to Meet Pledge to Cut Shareholdings

Abenomics reforms ‘bearing fruit’