Japan's Nasty Margin Trend
It was bad enough before, but negative rates will only exacerbate the worsening margins of Japan’s banks. These banks are highly liquid, so that...
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Low returns in Japan can not afford impending recession
As Japan enters recession with -1.2% annualized GDP growth in 2Q15 (from +4.5% in first quarter) we need to consider how banks can ill-afford...
273 Views
Tokyo Kohtetsu I: Once More Unto the Breach? Nope - This one gets done
Late in the evening on Sep 18th, after the trading world in Japan had gone home for the 5-day weekend, Osaka Steel (5449 JP) announced that it...
290 Views
A Low Risk Merger Ratio Bet
Last November, Higashi Nippon Bank and the Bank of Yokohama announced that they were considering an integration under a holding company...
356 Views
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...
424 Views