Tag: Japan

The Reverse-Bezzle

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(Nov 21) Peter Sandham's thoughts on ultra low interest rates and misallocation of capital.

Kishida's "Levelling up" agenda: Mostly Good News for Investors

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(Sep 21) Peter Tasker comments on Japan's Prime Minister and the implications of the successful candidate’s victory from both an economic and governance perspective.

Japanese Politics - Why It Matters To Investors

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(Sep 21) Peter considers the scenario that Japan's new Prime Minister will face, as well as potential implications for the stock market.

Arcus Valuation Chartbook (Q2 2020)

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Following on from his presentation during our quarterly investor conference last week, Mark shows how value as a style has performed both recently and over the longer term.

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.

Arcus Valuation Chartbook (Q1 2020)

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(Apr 2020) In our new quarterly chartbook, Mark shows how Japanese value stocks have performed over the short and longer term

2008 & 2020: Two crises, two remedies

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(Apr 2020) Peter considers the after effects and consequences of the current Global Virus Crisis in comparison with 2008's Global Financial Crisis.

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.