Tag: coronavirus

Buffett buys Japan – The ultimate endorsement of Abe’s legacy

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Peter considers Shinzo Abe's legacy in the wake of Warren Buffett's decision to invest in Japan's trading companies.

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.

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.