Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
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Corporate Governance in Japan: What's at Stake
Our recent policy work on Japanese structural reform has compelled us to examine contemporary issues surrounding corporate governance in the APEC...
318 Views
Why Overcoming Deflation Is Not Enough Part III: Corporate Governance
What we know so far: IST matters, as do regulation and capital allocationSo far, in our series on Japanese Total Factor Productivity, we have used...
282 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
327 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
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