Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<p>Professor Takao Komine (Hosei University) argues that a similar "Learning effect", which emerged after the first oil shock and during the second oil shock, would once again be formed, adapting to wage-driven deflation that the Japanese economy is currently facing.<br><br>About the author:<br>Professor Takao Komine has worked in Economic Planning Agency of Japan for a long time.<br> He researches on Japanese economy, particularly population and economy, and theory of economic policy.</p>

Professor Takao Komine (Hosei University) argues that a similar "Learning effect", which emerged after the first oil shock and during the second oil shock, would once again be formed, adapting to wage-driven deflation that the Japanese economy is currently facing.  About the author: Professor Takao Komine has worked in Economic Planning Agency of Japan for a long time.  He researches on Japanese economy, particularly population and economy, and theory of economic policy.

The Changing of Wages and the Learning Effect

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/015/810/original/ChartForeignInvestor.png?1478147665" class="editor-image img-responsive" data-smartkarma-image-id="15810"></figure><div class="content-caption">Foreign Investors are Top Shareholders (Source: JPX)</div><h2>Summary</h2><p>Foreign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data.  Yet given Japan's deflationary dynamic, Japanese equities have demonstrated a tendency to disappoint investors in terms of Return on Equity.  "Why Hold Japan?" is a question that recurs among investors - in particular during cyclical downturns. Although there remains a degree of confidence in "Abenomics", uncertainty in…</p>

Foreign Investors are Top Shareholders (Source: JPX)SummaryForeign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data.  Yet given Japan's deflationary dynamic, Japanese equities have demonstrated a tendency to disappoint investors in terms of Return on Equity.  "Why Hold Japan?" is a question that recurs among investors - in particular during cyclical downturns. Although there remains a degree of confidence in "Abenomics", uncertainty in…

Why Hold Japan, Part I: Relative Tax Regimes

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

<ul>
<li>
<strong>Export volumes recovering:</strong> Export value fell 6.9% y/y in September, after falling 9.6% in August. However, export volumes grew 4.7% in September, their fastest pace since Jan 15.</li>
<li>
<strong>Manufacturing powered by exports:</strong> The Nikkei Flash PMI surged to 51.7 in October from 50.4 in Sep 16, the second successive month of expansion after six months of contraction and the fastest rate in nine months. The strength in new orders including new export orders points to further strength.</li>
<li>
<strong>Inflation remains</strong>…</li>
</ul>



Export volumes recovering: Export value fell 6.9% y/y in September, after falling 9.6% in August. However, export volumes grew 4.7% in September, their fastest pace since Jan 15.

Manufacturing powered by exports: The Nikkei Flash PMI surged to 51.7 in October from 50.4 in Sep 16, the second successive month of expansion after six months of contraction and the fastest rate in nine months. The strength in new orders including new export orders points to further strength.

Inflation remains…


Japan: No Sign of Inflation Yet, but Manufacturing Is Resurgent

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

<p>China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of portability, poor payouts, limited coverage and even the threat of huge deficits. </p>

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of portability, poor payouts, limited coverage and even the threat of huge deficits. 

The Prospects for Pension Reform in China

<p>The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not have come at a worse time for the country, which faces an unpredictable northern neighbor, poor relations with China and few regional allies.</p>

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not have come at a worse time for the country, which faces an unpredictable northern neighbor, poor relations with China and few regional allies.

Japan

iShares MSCI Japan ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Japanese market, as measured by the MSCI Japan Index. The ETF invests in a representative sample of index stocks in a variety of sectors using a market cap weighted "portfolio sampling" technique.

iShares MSCI Japan ETF (EWJ US)

The Changing of Wages and the Learning Effect

Professor Takao Komine (Hosei University) argues that a similar "Learning effect", which emerged after the first oil shock and during the second...

Nowcast, Inc.

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...

Naomi Fink

Japan: No Sign of Inflation Yet, but Manufacturing Is Resurgent

Export volumes recovering: Export value fell 6.9% y/y in September, after falling 9.6% in August. However, export volumes grew 4.7% in September,...

Manu Bhaskaran

The Prospects for Pension Reform in China

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of...

Bixmoor

President Park and the Eight Fairies

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not...

Bixmoor