Author: Peter Tasker

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.

Will The Coronavirus Infect Goldilocks' Porridge?

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(Feb 2020) Peter considers how policy makers will respond to the Coronavirus epidemic as well as its longer term implications for global trade and the defence of such epidemics in the 21st Century.

Peter Tasker Tells the Future

External Article
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(Jan 2020) An interview with Peter by Nikkei Quick News ("NQN") in celebration of its 25th anniversary. He is questioned on the Japanese economy reflecting on the past and looking towards the future. (In Japanese).

Missing Arrow

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(Dec 2019) Peter considers the potential impact of upcoming fiscal stimulus packages, the third of Prime Minister Abe's reflationary strategies.