Daily Agenda: Abe Reveals Additional Stimulus
Aussie central bank announces record low rate; Commerzbank abandons full-year guidance; Honda beats earnings.
August 2, 2016
Corporate Governance in Japan: A Work in Progress
The work on Abenomics’ third arrow is promising so far, yet more needs to be done to ensure maximum value to shareholders.
July 4, 2016
Strengthened Corporate Governance Will Help Drive Japan’s Economy
Recent structural reforms are helping to steer Japanese companies into a new era of growth and development.
April 6, 2016
Does New Japanese Economy Minister Ishihara Have the Right Stuff?
Some doubt that Nobuteru Ishihara, son of a famed right-wing politician, possesses the skills to help steer his country to recovery.
Allen T Cheng
February 25, 2016
It’s Time to Reassess the Opportunity in Japanese Stocks
Healthy company earnings, continued structural reform and improving governance are creating real value in Japan’s equity market.
November 13, 2015
Daily Agenda: Here Comes Abenomics 2.0
Abe unveils a new economic plan; Norway central bank surprises markets with rate cut; German media now questions BMW’s emissions standards.
September 24, 2015
Daily Agenda: The Week Ahead, May 11 – 15, 2015
After a solid U.S. labor report and a Tories victory in the U.K., investor risk narratives shift to Greece and China.
May 9, 2015
Daily Agenda: FOMC Meeting Puts U.S. Markets in Macro View
Apple announces $200 billion dividend and buyback program; U.K. GDP slows; Japanese shoppers hesitant.
April 28, 2015
Big Asset Shift of Japan’s GPIF Is Secret Weapon of Abenomics
The world’s largest pension fund, led by Takahiro Mitani, is moving massive amounts of money from Japanese bonds into domestic and foreign stocks. Can the shift revitalize the economy?
April 22, 2015
Mizuho Takes Top Spot on 2015 All-Japan Research Team
Domestic firms dominate upper reaches of Institutional Investor’s annual ranking of the nation’s best sell-side analysts.
Thomas W Johnson
April 6, 2015