Insights

We believe it important that we share our opinions with our investors. In addition to holding quarterly conference calls which highlight key macroeconomic events and updates on our portfolios, we also publish ad hoc thematic insights.

Barbarians at the Convenience Store - Dawn of Hostile Takeovers in Japan

10 Oct 202410 Oct 2024

(Oct 24) Peter assesses Couche-Tard's bid for Seven & i and the implications for future M&A transactions.

Thoughts on Japan's Market Maelstrom

09 Sep 202409 Sep 2024

(Aug 24) Peter, Mark and Ben assess the market in the immediate aftermath of its 3-day 20% decline.

From Fukuzawa To Shibusawa: The Politics of Japan’s New Banknotes

28 Jun 202428 Jun 2024

(Jun 24) Peter considers what the new figurehead on Japan’s banknotes means for the country’s future economic prosperity.

Japan’s Golden Crossover - Be Careful What You Wish For

04 Apr 202404 Apr 2024

(Apr 24) Peter assesses the implications of the recent shunto spring wage negotiations for the labour market and wider economy.

How The Bank of Japan Can Turn A Problem Into a Triumph

26 Feb 202426 Feb 2024

(Feb 24) Peter considers the Bank of Japan’s opportunity to use its stock holdings in an imaginative manner

Boersen-Zeitung Interview With Peter Tasker

12 Feb 202412 Feb 2024

(Feb 24) German newspaper Boersen-Zeitung interviews Peter.

Five Surprising Scenarios for the Year of the Dragon

09 Jan 202409 Jan 2024

(Jan 24) Peter’s predictions for 2024 as published in Japan Forward, the English language version of the Sankei newspaper.

"It's a mega-trend': AAA-rated Arcus manager on Japan's second coming"

23 Nov 202323 Nov 2023

(Nov 23) Citywire podcast: Ben discusses Japan’s current “mega-trend”.

China Deflation

17 Nov 202317 Nov 2023

(Nov 23) Peter considers the current economic situation in China and how it compares with events in Japan in the 1980s and 1990s.

Takeover-Friendly Reforms Will Spur Japan’s Equity Market

16 Oct 202316 Oct 2023

(Oct 23) A Citywire interview with Peter, Mark and Ben discussing the implications of recent policy changes in Japan.

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