Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
273 Views
Coronavirus QE, the BOJ, and ETF Buying
After the worst week in US equity markets in a long time, with sharply rising equity volatility causing risk parity funds and their ilk to shed...
451 Views
Smartkarma Originals
Corporate Governance In Japan
If effectively implemented, the Japan Corporate Governance Code, the Japan Stewardship Code, the Engagement Guidelines and the CGS Guidelines would...
848 Views
StubWorld: Bank of Kyoto, Wheelock/Wharf, AVIC, Alliance Global
This week in StubWorld ... Bank Of Kyoto (8369 JP) is "cheap" but management has no intention of unwinding its cross-holdings. Wheelock (20...
592 Views