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Tokio Marine Holdings (8766 JP)
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183
Analysis
Financials
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Japan
Tokio Marine Holdings, Inc., through subsidiaries, offers property, casualty and life insurance, and asset management services.
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bullish
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Thematic (Sector/Industry)
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27 Oct 2016 09:49
Lack of Term Premium Continues to Cost Japanese Banks with Limited Financial Flexibility
The Bank of Japan has just released its semiannual assessment on the financial system with an explicit focus on the negative interest rate...
Morningstar, Inc.
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205 Views
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bullish
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Macroeconomics
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26 Oct 2016 13:07
The Holy Grail of Reflation: "from Savings to Investment"
Recent large government privatisations (Japan Post and JR Kyushu) have brought with it a positive tendency, as we pointed out in The Reflationary...
Naomi Fink
196 Views
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bullish
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Thematic (Sector/Industry)
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21 Oct 2016 08:43
Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
Naomi Fink
176 Views
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bearish
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Thematic (Sector/Industry)
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14 Oct 2016 21:38
Risk: Dealing With Known-Unknowns
As any parent will confirm, teenagers know one thing. Unfortunately, it is “every”-thing. The rest of the population, by contrast, recognizes and...
Amareos
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167 Views
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bearish
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Thematic (Sector/Industry)
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14 Oct 2016 07:28
Structural Reform II: Political Economy Backdrop
One of the enduring questions regarding Japan’s “lost decades of growth” remains the degree to which failure to grow owes to insufficient...
Naomi Fink
176 Views
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