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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JR Kyushu IPO - Don't Underestimate the Appeal of Yield to Retail
Bloomberg has an article out about the government settling on a 2400-2600 yen/share price range for the bookbuilding of the Kyushu Railway Company...
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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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DMER - Maritime Financial Insights - September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
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The Most Profitable Shinkansen Route Also Means the Largest Capital Spending in the Future
Narrow moat-rated JRC is the second-largest railway operator in Japan servicing Tokaido Shinkansen, which represents more than 70% share of the...
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