Author: Peter Tasker

Japan's COVID-19 conundrum

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(Apr 21) Peter considers the recent rise in COVID-19 infections in Japan and the Government’s strategy for combatting another wave of the pandemic as well as the implications for this summer’s Olympic Games and a normalisation of the economy.

Kuroda’s Gameplan

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(Mar 21) Following Peter's article last December on the Bank of Japan’s ETF purchase programme, this piece assesses Governor Kuroda’s recent statements on the matter and considers the long term implications for inflation, a subject upon which he will be elaborated at the Q1 2021 Arcus Update.

The Bank of Japan’s ETF endgame: how it could gratify small investors

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(Dec 2020) Published in the Nikkei Asia within which he considers the Bank of Japan’s longstanding purchases of public equities, the crescendo that took place this past spring and the long-term implications of the central bank’s ownership of such equities both from a market perspective as well as its own.

NTT buys in Docomo: a bullish sign of change

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(Oct 2020) 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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(Sep 2020) 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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(Sep 2020) 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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(Jun 2020) 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.