Tag: 2023

Japanese Firms Now Have ‘No Excuses’ On Rewarding Shareholders

18 Aug 202318 Aug 2023

(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

18 Jul 202318 Jul 2023

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

Learning To Love Inflation: The Japanese Experiment

20 Jun 202320 Jun 2023

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

Buffett-San Validates The Abe Reforms

15 May 202315 May 2023

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

The Kuroda Era

12 Apr 202315 May 2023

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

Ueda Speaks: Are You Listening

27 Feb 202327 Feb 2023

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

Japan's National Strategy - Higher Stock Market Returns

13 Feb 202313 Feb 2023

(Feb 23) A new piece by Peter Tasker in which, inter alia, he considers recent comments by a TSE (Tokyo Stock Exchange) panel on companies whose share prices trade below book value, the long-term impact of last year’s changes to the TSE’s market structure, and recent changes to Japan’s savings scheme for individuals.

Chip War

02 Feb 202313 Feb 2023

(Feb 23) Peter Tasker's review of Chris Miller's new book which offers insights into the semiconductor industry and its potential impact on the geopolitical map.

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