J- Links of Interest
Week 44 - 2022
Articles
BOJ's Kuroda Hints at Tweak to Ultra-Low Interest Rates as Future Option
Japan’s Best Stock This Year Is a Games Studio That Charges More
Without Abe, Japan’s Conservatives Are at a Crossroads – The Diplomat
COLUMN-Beware yen, global market ructions if Japan tweaks 'YCC': McGeever | Nasdaq
Analysis-Will They or Won't They? Japan Uses Guessing Game to Shore up Yen (usnews.com)Why the yen will rally from its current pain point | Financial Times (ft.com)
The SoftBank Group Enters a Long Winter | Nippon.com
Blowback: Sunak, Kishida & the Supercompetitive Yen | Peter Tasker
That Combini Life: Convenience Stores in Modern Japan - Unseen Japan
Japan's Kuroda Still Won't Budge on Rates, Despite Inflation Quickening - Bloomberg
Analysis
Yen Weakness, Carry Trade Depend on Mrs. Watanabe More Than BOJ - Bloomberg
Value Investors Club / Square Enix Holdings Co., Ltd. (TSE:9684)
The yen’s sharp fall will unravel the 'deflationary equilibrium' | Musha Research
Nippon Sanso Aktie: Hohes Gewinnwachstum, niedrige Bewertung (abilitato.de) (German)
Kishida May Raise Corporate Taxes, Part I - by Richard Katz (substack.com)
Videos/ Podcast
Anatomy of a Hostile Takeover - Annenberg Learner (feat., among others, Warren Buffett/ Highly recommended by O-Tone)