All Japan articles – Page 3
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Asset Manager NewsSC Capital Partners, ADIA and Goldman Sachs Asset Management acquire 27-hotel portfolio in Japan
Singapore-headquartered private equity real estate firm SC Capital Partners Pte Ltd (SCCP) has formed a consortium with a wholly-owned subsidiary of the Abu Dhabi Investment Authority (ADIA) and Goldman Sachs Asset Management, which has acquired a portfolio of 27 resort hotels in Japan from Daiwa House Industry, a Japan-based home construction and real estate development company.
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White papersJapan Development Partners IV acquires prime land site in Greater Tokyo for new mega-scale ALFALINK industrial park
GLP ALFALINK Akishima will be the first ALFALINK park to be developed in Tokyo prefecture
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Asset Manager NewsJapan Income Fund grows to JPY 453 billion in capital commitments
Japan’s largest private open-ended logistics real estate core fund continues to attract capital from domestic and global investors
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PodcastThe Many Facets of Japanese Investing
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors?
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White papersInflation: Tracking the changing trajectory of Japan’s property market
In recent years Japan’s property market has benefited from a benign environment of ultra-low interest rates – but inflation could change this long-entrenched trajectory. Despite this, Regina Lim, Head of Asia Pacific Research at M&G Real Estate, believes the Japanese property market offers opportunity, with the multi-family residential and logistics sectors set to benefit from long-term trends.
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People NewsHines Strengthens Japan Team with New Senior Appointments
Kiyohito Motoyama, Saiko Ishii, and Ryo Shiino take on newly created roles in Logistics and Industrial, Asset Management, and Compliance, Respectively
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White papersSMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity. In a recent conversation with Private Equity International, Jonathan Shofet, Global Head of Private Investment Portfolios and Co-Investments, and Yoshi Yagisawa, Managing Director, Private Equity Japan Coverage Team, discussed why they believe the value proposition for SMAs is as high as ever in today’s challenging market environment.
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White papersJapan: Engaging equity opportunities in the land of the rising sun
For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight. As corporate governance continues to evolve in Japan, and the doors open to a more shareholder-friendly environment, culturally aware investors who have earned the right to engage may be able to add value and unlock latent potential in the country’s stock market.
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White papersAsia ex-Japan: helping clients outperform over the long-term
A contrarian approach involves betting on assets that are not doing well for reasons we consider to be temporary, so that when they recover, we can obtain optimal results.
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White papersEconomies recover against backdrop of growing confidence
Business activity in the UK, Eurozone and Japan has been more resilient than initially expected this month, suggesting economies may escape a more severe recession.
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White papersJapanese Small Caps May Hop in the Year of the Rabbit
Despite their recent outperformance, we believe Japanese small caps have further room to run in 2023 and beyond. In this report, we highlight a few catalysts that could support earnings growth within this relatively under-researched asset class.
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White papersAPAC “Value tracks” and “value traps” in APAC
Population growth and changing lifestyles have increased the propensity to rent amongst urbanites. While the national population of Japan is declining, positive net internal migration has been driving population growth in key cities.
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White papersGoing global: Global real estate through a Japanese lens
Japanese interest rates on hold while they rise elsewhere means that hedging costs have risen for Japanese investors. Going global in real estate continues to bring benefits in terms of reducing concentration risk and tactically benefiting from markets in different phases.
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PodcastBank of Japan: The G-10 Outlier
As economies around the world are dealing with the effects of inflation, we evaluate if there are differences in how central banks globally are managing the major impact to assets.
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Asset Manager NewsGLP Strengthens ESG Performance in 2022 GRESB Assessment
Singapore, 18 October 2022 – GLP announced today outstanding results in the 2022 GRESB assessment, the leading global environmental social and governance (“ESG”) benchmark for real estate and infrastructure investments across the world. Eighteen funds across Asia, Europe and the Americas comprising 55% of GLP’s real estate assets under management and 47% of its gross floor area were submitted for assessment.
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White papersIn the demographic winter, will we prefer pets to children?
Pope Francis fears the onset of a demographic winter, in which families choose to have more pets than children. It’s a contentious view, but is it based on a clear population trend?
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White papersUniquely Japan: Navigating Asia’s largest advanced economy
Economic intricacies and structural challenges are commonplace in Japan. But looking through the lens of individual companies shines a different light on the nation.
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White papersJapan’s New Horizon in Small Caps
We believe smaller companies are poised to shine brightly in the “land of the rising sun.”
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White papersESG in Equities: Engaging for Progress in Corporate Governance
When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.
