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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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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IPhone 7 Implications for Japanese Stocks
Given that the iPhone 7 is expected to be pretty similar to the iPhone 6s, it is not surprising that the Japanese stock market has generally shown...
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When Merger Arb Plays Big: Hutchinson Technology & TDK
When Japanese companies make a bid for US firms, lights start flashing on merger arb desks, because Japanese firms are usually the most reliable...
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Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
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