Insights

(Aug 23) Ben Williams spoke to Citywire Selector to discuss our value investing approach and why Japanese companies are in their best position in decades to reward shareholders.

(Jul 23) Peter considers the yen’s current weakness and what it is telling us.

(Jun 23) Peter examines the likelihood of a sustainable form of inflation in Japan and its potential benefits.

(May 23) Peter considers the implications of the Sage of Omaha’s recent comments on his investments in Japan.

(Apr 23) Peter assesses Bank of Japan Governor Kuroda’s ten-year tenure which ended last week.

(Feb 23) Peter reflects on incoming Bank of Japan Governor Ueda’s recent testimony to parliament.

(Feb 23) A new piece by Peter Tasker in which, inter alia, he considers recent comments by a TSE (Tokyo Stock Exchange) panel on companies whose share prices trade below book value, the long-term impact of last year’s changes to the TSE’s market structure, and recent changes to Japan’s savings scheme for individuals.

(Feb 23) Peter Tasker's review of Chris Miller's new book which offers insights into the semiconductor industry and its potential impact on the geopolitical map.

(Sep 22) Peter Tasker considers the implications for Japan’s economy of this year’s weakness of the Yen against the US Dollar and what may happen next given how far this exchange rate has deviated from its theoretical purchasing parity.

(Jul 22) Peter Tasker considers the implications of the horrific assassination of former Prime Minister, Shinzo Abe.