Tag: Japan

CURRENCY CRUNCH: GET READY FOR A STRONG YEN

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(Sep 22) Please find below a new piece by Peter Tasker in which he considers the implications for Japan’s economy of this year’s weakness of the Yen against the US Dollar and what may happen next given how far this exchange rate has deviated from its theoretical purchasing parity.

THOUGHTS ON THE ASSASSINATION OF SHINZO ABE

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(Jul 22) A brief from Peter Tasker considering the implications of the horrific assassination of former Prime Minister, Shinzo Abe.

PRIMED FOR ACTION: JAPAN’S
NEW MARKET STRUCTURE

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(Apr 22) Peter Tasker comments on the specifics of Japan's new market structure and the potential impacts

The New Whale in Town: Japan’s
University Endowment Fund Makes a
Splash

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(Mar 22) Peter Tasker, Arcus Strategist comments on the impact of Japan's new University Endowment Fund

Ukraine Crisis: A Wake-Up Call For Japan

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(Mar 22) Co-written by Peter Tasker, Mark Pearson and Peter Sandham the article comments on the impact of the Ukraine-Russia war on Japan.

The Astonishing Cheapness of Japan

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(Mar 22) Peter Tasker comments on the cheapness of Japan’s equity market.

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 ginormous fiscal stimulus

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(Nov 21) Please find below a short piece from Peter Tasker in which he assesses the benefits of Prime Minister Kishida’s new huge fiscal stimulus package.

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.