Lawson - MitCorp Tender Coming?
This morning carried an article in the Nikkei suggesting Mitsubishi Corp (8058 JP) was 'considering' a tender offer to lift its stake in Lawson Inc...
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FamilyMart Nikkei225 Inclusion: Post-Mortem & Beyond (More Fun!)
The Familymart Co Ltd (8028 JP) Nikkei 225 inclusion was something of an event. From the announcement (after the close August 2nd) through Friday's...
377 Views
Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
157 Views
Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1k Views
BOJ Outcome: Symbolic Stimulus (As We Predicted)
As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...
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