Tag: Japan

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.

After the Fall

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(Mar 2020) Mark and Ben compare the current state of the market and our funds with those experienced during the TMT shock of 1999/2000 and the GFC of 2008. They also explain their views on some stocks widely held by growth managers as well as those value stocks which they consider particularly compelling at present.

Going, Going, Ghosn

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(Mar 2020) Following Carlos Ghosn's flight from prosecution, Tim considers whether Japan's legal system merits the criticism it has received (from Mr Ghosn in particular).