Tag: covid-19

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.

Japan's COVID-19 conundrum

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(Apr 21) Peter considers the recent rise in COVID-19 infections in Japan and the Government’s strategy for combatting another wave of the pandemic as well as the implications for this summer’s Olympic Games and a normalisation of the economy.

Shifting Asian trade alliances in a post-pandemic world

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(Jul 2020) In this piece, Peter Sandham considers the reasons for the UK seeking membership of the CPTPP and what the future holds for this expanding trade alliance.

Turning Japanese

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(Jun 2020) Peter considers further the Coronavirus crisis, its after-effects and how they will differ from Japan’s experiences at the end of the last century despite looking similar at present.

Japanese governance post-Covid-19: the rules may change, but the game goes on

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(May 2020) In this article, Peter assesses Japan’s new national security legislation and explains why, although poorly thought out, it is not as draconian as some commentators believe and will not deter those activist investors who adopt a sensible value-enhancing approach.