Tag: Peter Tasker

CURRENCY CRUNCH: GET READY FOR A STRONG YEN

General
no comments
(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

General
no comments
(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

General
no comments
(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

General
no comments
(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

General
no comments
(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

General
no comments
(Mar 22) Peter Tasker comments on the cheapness of Japan’s equity market.

Japan’s ginormous fiscal stimulus

General
no comments
(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.

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

General
no comments
(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

General
no comments
(Sep 21) Peter considers the scenario that Japan's new Prime Minister will face, as well as potential implications for the stock market.

The tangled tale of Toshiba

General
no comments
(Jun 21) Please find below a short piece by Peter Tasker where he comments on "the tangled tale of Toshiba".