Tag: 2022

Currency Crunch: Get Ready For a Stronger Yen

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(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

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(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

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(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

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

Ukraine Crisis: A Wake-Up Call For Japan

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(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

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

The Japanese Economy into 2022

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(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.