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

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(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

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(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

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(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

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(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

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(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

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

Five Surprising Scenarios for the Year of the Dragon

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(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"

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

China Deflation

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(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

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