Author: Peter Tasker

NTT buys in Docomo: a bullish sign of change

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Following NTT’s decision to repurchase the one third of Docomo it does not own, Peter considers this a harbinger of a boom in such M&A transactions in Japan.

Enter Mr. Continuity: Abenomics lives on

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Peter considers the implications of the appointment of Yoshihide Suga to replace Shinzo Abe as Japan's Prime Minister

Buffett buys Japan – The ultimate endorsement of Abe’s legacy

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Peter considers Shinzo Abe's legacy in the wake of Warren Buffett's decision to invest in Japan's trading companies.

Turning Japanese

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Peter considers further the Coronavirus crisis, its after-effects and how they will differ from Japan’s experiences at the end of the last century despite looking similar at present.

Japanese governance post-Covid-19: the rules may change, but the game goes on

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(May 2020) In this article, Peter assesses Japan’s new national security legislation and explains why, although poorly thought out, it is not as draconian as some commentators believe and will not deter those activist investors who adopt a sensible value-enhancing approach.

From Abenomics to Coronanomics

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(Apr 2020) Peter considers the differences between the current Coronavirus crisis and the Global Financial Crisis of 2008 and the potential implications for Japanese equities.

2008 & 2020: Two crises, two remedies

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(Apr 2020) Peter considers the after effects and consequences of the current Global Virus Crisis in comparison with 2008's Global Financial Crisis.

The Whirr of the Helicopter Blades: Regime Change is Coming

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(Mar 2020) Peter considers the consequences of the massive emergency economic support measures which are now being implemented by governments in Europe and the US in particular.

Discounting Disaster

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(Mar 2020) In response to the threat posed by Coronavirus, Peter considers the current state of the Japanese market relative to 2008 and 2011-12's shock events.

Rebooting Abenomics

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(Feb 2020) Peter reviews Japan's poor fourth quarter GDP data and the prospects for a wave of fiscal activism across the globe as well as a reversal in rates.