Japanese Capex - Of Japanese Firms and Indian Mothers
‘Modesty is a virtue’ is a value clearly Japanese companies believe in and one that my mother tried hard to inculcate in me albeit a slightly...
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China-Korea-Japan Trade: Thank You Mr Trump!
China, Korea and Japan, met in Tokyo this week for a trilateral business summit, the first since 2015, to discuss regional trade and North Korea....
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JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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The Market Sentimentalist - Monetary Delusions
SummaryLast September the BoJ announced a major change to its monetary policy operations. It introduced an explicit target for long-term Japanese...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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