Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
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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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Japan Aviation Electronics Partial Tender Update: Launch Expected Next Month
At the end of May this year, NEC Corp (NEC) announced it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of...
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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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Yaskawa - Potential Winner from Midea / Kuka Move, but Only Very Long Term
Recently the Nikkei ran a lengthy article specifically on the Yaskawa Electric / Midea Group relationship, in which Yaskawa president Hiroshi...
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