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All News Analyses by this Author
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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October 16, 2009
Asian Reits rebound after tough times | www.ft.com
Foreigners fleeing Japanese REIT market or just being kicked out? -
Good and Bad JAL : selling the Crown Jewels -part 2-
October 15, 2009
Task force floats debt plan for JAL | www.ft.com
Key problem is shareholder's pain tolerance level. -
Japan Air Line (JAL) a Japanese GM or long-term investment opportunity?
October 4, 2009
JAL calls for funding help from Tokyo | www.ft.com
JAL has been said to be a potential Japanese GM; does the comparison stand out? -
Peanuts compared to Japan BPO market huge untapped potential
September 30, 2009
Apac BPO market to hit US$28B by 2013 | www.zdnetasia.com
Professional surveys usually state Asia-Pacific region - excluding Japan -However Japan still ranks second largest economy Worldwide with huge untapped potential for daring BPO vendors Cultural barriers and lack of local knowledge explain this. -
September 10, 2009
Daiwa to buy out SMFG from venture for $2.2 billion | uk.reuters.com
Is there still room for a second independent integrated Securities House in Japan ? -
September 10, 2009
Oaktree may court New City Creditors after Lone Star Failure. | www.bloomberg.com
What exactly lies behind LoneStar’s second failure to secure Japan’s bankrupt REIT? Totally different ways of doing business and, perhaps, lack of local knowledge . -
Anybody wants to make money? Opportunity knocks.
September 6, 2009
Insight : Hope or Hype in Japan? | www.ft.com
Re-energising domestic demand is clearly the main challenge. We have entered a new long-term cycle for Japanese mid to small caps -
Japanese financial industry realignment taking shape full speed ?.
September 4, 2009
SFMG to pull out of Daiwa Joint Venture | www.ft.com
SFMG is not throwing the towel for its plan to create a fully integrated securities conglomerate, just more time is needed to achieve the goal.A new financial industry is emerging following years of realignment led by the three mega banks.What does its says and where are we heading ? -
Challenging the standard views
August 27, 2009
Fireflies and seminars: how banks court Japan's older investors | www.ft.com
This article raise Japan ageing population massive financial assets topic. However what is the real picture behind this huge savings stock ?Savings to investments cycle is well rooted in Japan however key point remainto what extent investments in all type of foreign assets will continue after one year correction as Japanese savings outflows impact foreign risk assets.When recovery will show up who will finance Japan's ever expanding debt ? -
This could be the largest cash rich M&A operation so far. If achieved….
November 28, 2008
Panasonic poised to launch bid for Sanyo | business.timesonline.co.uk
Until recently most M&A deals involved share swap but if Panasonic TOB offer for Sanyo goes through this inaugurate Cash rich acquisition era. It has far reaching consequences. -
November 25, 2008
MUFG to Sell 600 Billion Yen in Shares This Year, Nikkei Says | www.bloomberg.com
Global liquidity has all but dried up leading Japanese large corporations to agressively compete for domestic money. Viewed from investors side attractiveness is questioned. -
Distressed bulls eye for Oaktree, but done at Japanese individual shareholders expense.
November 17, 2008
Oaktree Will Boost Investment in Japanese REITs as Shares Drop | www.bloomberg.com
Foreign Investors taking advantage of distressed situations in the Japanese mid-size REIT universe. But this won't restore confidence if done at the expense of investors -
US$10b aggregated loss for fiscal first half, dismal but manageable.
November 3, 2008
Mitsubishi UFJ, Mizuho Slash Profit Forecasts as Bad-Loan Costs Increase | www.bloomberg.com
Japan financial system traditional achille's heel makes situation bad at home for Japanese banking industry but bears no comparison with worldwide banking industry. -
October 31, 2008
Banking misery engulfs Japan | business.timesonline.co.uk
Japanese financial system Achilles’ heel has always been domestic stock market absolute level. Unrealized profits level meltdown rang alarm bells for Japanese authorities -
Short Term impact does not presume of longer term consequences.
October 29, 2008
Edgy Capital Pours back Into Japan, and Yen soars | www.nytimes.com
Yen historic implied volatility recovery adding downward pressure on Japanese equities over short-term but look beyond. -
Japanese companies better equipped than US European counterparts to whether the storm ?
October 20, 2008
Sumitomo Life Will Limit Overseas Investments on Currency Risk | www.bloomberg.com
Japanese top institutional investors asset allocation change justified by fundamentals. Domestic eqities allocation increase versus US or European equities to further support Yen implied volatility historic reversal ( as expected anyway). -
European bankers unwilingness to take taxpayer's money, sounds familiar !
October 16, 2008
European banks deny rush to raise capital | www.ft.com
Japan is a good historic reference on that matter. -
October 15, 2008
Morgan Stanley secures $9bn from Mitsubishi Financial | www.bankingtimes.co.uk
21 % stake in the bank means Morgan Stanley will eventually become MUFG group subsidiary at a later stage. Besides MUFG is also active on several fronts worlwide. -
MUFG strategic thinking insider
October 7, 2008
Aberdeen in tie-up with MUFG | www.ft.com
MUFG already annouced 3 large stakeholder acquisitions worldwide. What is the mega bank strategic thinking , what is the ultimate goal ? -
Euroscepticism: return of the living dead!
October 7, 2008
The end of the Euro | www.berninger.de
Euro currency obeys gravity laws. Actual stress test does not call into question Euro existence but ECB institutional design.
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