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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BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
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Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
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Japan Bullish Breakout Stock Bets
Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min. Our...
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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...
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