Why Hold Japan, Part I: Relative Tax Regimes
SummaryForeign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data. Yet given Japan's...
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Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
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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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Coke Goes Better With Coke: Coca-Cola West-East Japan Merger
In late April this year, just before Golden Week and two weeks before earnings were announced, Coca Cola East Japan Co Ltd (2580 JP) (hereafter...
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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...
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