Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
286 Views
PC Depot – A Mini Masterclass in Crisis Management
As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil,...
316 Views
Will Toshiba Take On Its LNG Commitment, or Simply Pay Up?
Toshiba is faced with yet another provision as it remains bound by a 20 year commitment with the US-based Freeport for a minimum LNG undertaking of...
398 Views
Sharp: TOPIX Exclusion an Interesting (Albeit Scary) Opportunity
In my recent piece on the Nikkei 225 changes, I quickly moved to say the Yamaha Motors (7272 JP) Nikkei 225 inclusion was non-negligible. The...
268 Views
Japan Non-IT Industries: Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Europacifica CEO Naomi...
564 Views