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
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
JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
338 Views
JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
540 Views