Tag: 2023

"It's a mega-trend': AAA-rated Arcus manager on Japan's second coming"

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(Nov 23) Citywire podcast: Ben discusses Japan’s current “mega-trend”.

China Deflation

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(Nov 23) Peter considers the current economic situation in China and how it compares with events in Japan in the 1980s and 1990s.

Takeover-Friendly Reforms Will Spur Japan’s Equity Market

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(Oct 23) A Citywire interview with Peter, Mark and Ben discussing the implications of recent policy changes in Japan.

Japan’s Golden Chance

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(Sep 23) Peter considers the Bank of Japan’s options in its quest to rid the economy of the spectre of deflation.

Japanese Firms Now Have ‘No Excuses’ On Rewarding Shareholders

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(Aug 23) Ben Williams spoke to Citywire Selector to discuss our value investing approach and why Japanese companies are in their best position in decades to reward shareholders.

What Is The Yen Telling Us

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(Jul 23) Peter considers the yen’s current weakness and what it is telling us.

Learning To Love Inflation: The Japanese Experiment

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(Jun 23) Peter examines the likelihood of a sustainable form of inflation in Japan and its potential benefits.

Buffett-San Validates The Abe Reforms

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(May 23) Peter considers the implications of the Sage of Omaha’s recent comments on his investments in Japan.

The Kuroda Era

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(Apr 23) Peter assesses Bank of Japan Governor Kuroda’s ten-year tenure which ended last week.

Ueda Speaks: Are You Listening

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