Tag: 2023

Ueda Speaks: Are You Listening

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

Japan's National Strategy - Higher Stock Market Returns

Peter Tasker
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(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

Peter Tasker
General
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(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.