Tag: Japan

Japan’s Policy Moves May Yet Pack A Punch

Japan’s Policy Moves May Yet Pack A Punch

Japan’s Policy Moves May Yet Pack A Punch by Guy Bruten The latest moves on Japan’s Abenomics agenda have again disappointed markets, with both fiscal and monetary policies perceived to have fallen short. The markets, however, may be missing the […]

Japan Unable To End Deflation

Japan Unable To End Deflation

Though Japan’s latest stimulus could help ameliorate the negative impact of the stronger yen, Credit Suisse analysts see little change of an end to deflation in the near term. Hiromichi Shirakawa and colleagues point out in their August 12 research note […]

Activism Takes Root In Japan

Activism Takes Root In Japan

Activism Takes Root In Japan by Activist Insight Start to believe the hype: the number of companies targeted is set to more than double this year The number of Japanese companies publicly subjected to activist demands reached 13 in the […]

Horizon Asia Opportunity 2Q16 Commentary

Horizon Asia Opportunity 2Q16 Commentary

Horizon Asia Opportunity commentary for the second quarter ended June 30, 2016. In the second quarter of 2016, the Horizon Asia Opportunity Institutional Composite (“Strategy”) rose 1.1%, net of fees, compared to the MSCI All Countries Asia Index, which rose […]

Japan May Never See Inflation Again

Japan May Never See Inflation Again

“The BOJ’s struggle to generate inflation can be explained by demographics. Things will get even worse (not only for Japan) and the global quest for yield will likely intensify. Can Africa save us?” – Source The Bank of Japan’s struggle […]