Japan Post Holdings: The post-IPO details make for interesting possibilities
As Sumeet ably discussed two days ago, Japan Post Holdings along with two of its subsidiaries is coming out with a triple-IPO 6 weeks from now...
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When the bank is cheap and holdco discount makes the mothership cheaper, then who needs insurance?
The Japanese government plans to raise US$11.5bn through a sale of its stake in Japan Post Holdings, Japan Post Bank and Japan Post Insurance. Book...
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JAPAN: GPIF & Three Public Pensions - Not Done Buying Stocks & Foreign Assets
(19 July 2015) - Last week the GPIF reported its Fiscal 2014 (year to end-March 2015) investment results, asset, and manager allocations. The...
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Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
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JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
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