Conservative views stop Tokyo from seizing opportunities to revive economy and Society.
Japan -- The Sun can also Rise by Jim O' Neill (Nikkei Asian Review)
An aging nation will still have a bright future if it boosts productivity with tech.
Necessity is the Mother of Invention Vol. 2 – “Why are Japanese Companies So Cheap?” by Jiro Yasu (Varecs Partners Limited)
We love to meet foreign value managers. We are often impressed by their global view, deep knowledge of many different industries, and their unique take on Japanese companies. Also, they speak the same language as us. We cannot find many Japanese market participants who speak the language of value investing.
Shareholder activists zoom in on target-rich Japan by Leo Lewis (FT)
Fund managers lured by lazy balance sheets, idle executives and low stock Prices
Cash-hoarding Japanese firms please investors as share buybacks hit record by Ayai Tomisawa, Alun John (Reuters)
Japanese share buybacks have hit record this fiscal year and are set to maintain the booming growth
as cash- rich companies bow to pressure from Investors and the government to boost returns and improve governance.
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