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.

Ueda Speaks: Are You Listening

27 Feb 202327 Feb 2023

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

Japan's National Strategy - Higher Stock Market Returns

13 Feb 202313 Feb 2023

(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.

Chip War

02 Feb 202313 Feb 2023

(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.

Currency Crunch: Get Ready For a Stronger Yen

05 Sep 202213 Feb 2023

(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.

Thoughts On The Assassination Of Shinzo Abe

11 Jul 202213 Feb 2023

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

Primed For Action: Japan's New Market Structure

01 Apr 202213 Feb 2023

(Apr 22) Peter Tasker comments on the specifics of the Tokyo Stock Exchange’s new market structure and the potential impacts

The New Whale in Town: Japan’s
University Endowment Fund Makes a
Splash

21 Mar 202213 Feb 2023

(Mar 22) Peter Tasker comments on the impact of Japan's new University Endowment Fund

Ukraine Crisis: A Wake-Up Call For Japan

14 Mar 202202 Sep 2022

(Mar 22) Co-written by Peter Tasker, Mark Pearson and Peter Sandham the article comments on the impact of the Ukraine-Russia war on Japan.

The Astonishing Cheapness of Japan

09 Mar 202202 Sep 2022

(Mar 22) Peter Tasker comments on the cheapness of Japan’s equity market.

The Japanese Economy into 2022

22 Dec 202122 Dec 2021

(Dec 21) Ben Williams, Assistant Portfolio Manager to the Arcus Japan Fund, assesses the disappointing nature of Japan’s economic data in 2021 and the prospects for a significant “catch-up” in 2022.