In today’s briefing:
- Companies Should Reset the Yen’s Depreciation Benefit Mindset and Regain Core Competencies
Companies Should Reset the Yen’s Depreciation Benefit Mindset and Regain Core Competencies
- Comparing the number of Japanese companies in top 50 global market capitalization and Japan’s GDP as percentage of world’s GDP in 1989, it’s clear that economy and companies didn’t grow.
- Without more Japanese companies that have an edge in profitability, a key focus for long-term global investors, it will not be possible to put long-term investment money into Japanese equities.
- It is assumed that BoJ’s policy of inducing the yen to depreciate through ultra-monetary easing may have in part spoiled company managers and caused them to neglect their corporate efforts.
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