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...
247 Views
Japan Pharma Hits 52 Week Low
The Topix pharmaceutical index (TPPHRM) fell to 2,355 just after the lunch break in Tokyo on Friday 19th August, before recovering to 2,377, with...
195 Views
JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
324 Views
JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?
The BOJ Buys ETFs.It has a program which was running at ¥3 trillion (roughly US$30bn) a year for "regular" equity index ETF purchases, and an...
404 Views
JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
412 Views