JPX Nikkei 400 Index Rebalance: Better Late Than Never (32 Adds; 27 Deletes)
There are 32 inclusions and 27 exclusions from the JPX Nikkei 400. The changes will be effective after the close of trading on 27 November and the...
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The Right Trade May Be Hitachi
Hitachi is getting to the end of its Core vs Non-Core restructuring campaign. Two remaining subs have newsflow, and earnings announcements shortly....
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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Fujifilm Invests US$928m to Expand Its Bio-CDMO Capacity
Fujifilm announced last week that it plans to invest JPY100bn (US$928m) to expand its large-scale biologics production facility in Denmark. The...
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