In today’s briefing:
- Changing Japanese Companies Is Not TSE Request but Inflation that Changes Mindset of All Managers
Changing Japanese Companies Is Not TSE Request but Inflation that Changes Mindset of All Managers
- For Japanese companies that take time to take action while watching their surroundings, it’s skeptical of the expectation that individual managers will initiate measures in response to a “TSE request.
- The shift from deflation to inflation won’t only affect company’s profit structure and balance-sheet, but will also force Japanese companies to change as it resets the mindset of all managers.
- Since there’s little economic rationale for holding cash under inflation, all companies, rather than individual management decisions, will be forced to use cash for investment in growth and shareholder returns.
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