´´ News on Japan - Week 40, October 2016

Tuesday, October 4, 2016

News on Japan - Week 40, October 2016

Even if the prime minister’s efforts don’t come to fruition on the macro front they are feeding through to the bottom line to corporate Japan. This is creating some very attractive valuations in Japan and excellent investment opportunities. Especially when compared to some of their US-based global rivals.



Abe aims wide but firms hitting mark (FT Adviser)

Given tje low cost of debt, poor demographics and sluggish growth in Japan outbound M&A is poised to grow in Japan.

Share buy-backs and M&A drive optimism in corporate markets (Global Capital)

Since its inception in 1973, Japan’s oldest and largest VC has quietly backed almost 4,000 companies. Jafco is Japan’s version of Sequoia Capital, the legendary Silicon Valley firm. Jafco, which oversees about 430 billion yen ($4.3 billion), is now overhauling its strategy.

Too Many Tiny IPOs Leave Tokyo 25 Years Behind Silicon Valley (Bloomberg)

Yoshinori Osumi has become the 16th Japanese or Japanese-born winner of a Nobel Prize in the natural sciences since 2001, a figure second only to the U.S. and a testament to Japan's strength in a wide range of research fields.

Japan's Nobel Prize rush illustrates deep talent pool (Nikkei Asian Review)

Simplex Asset Management Co. starts a fund to invest in companies looking to move their listings to the Topix index. Companies listed outside of the benchmark Topix, or on so-called lower markets, tend to have a lower market capitalization and the potential to grow at a faster pace.

Simplex hedge fund takes investing lesson from Tsukiji fish market (The Japan Times)



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