Summit Notebook

Expect action in Japanese M&A

July 7, 2009

After falling off a cliff at the start of this year as the global financial crisis gripped, mergers and acquisitions by Japanese companies overseas are likely to pick up again in the second half of this year, according to boutique Japanese M&A advisory firm Recof Corp.

Independent in appearance

July 7, 2009

Japan is edging towards the introduction of independent directors and auditors for publicly listed companies, but so far even the idea of having someone from outside at the top of a company remains a foreign concept.

Asia still a wealth of wealth players

July 7, 2009

A few years ago, domestic and international financial players were chomping at the bit to lure Mrs. Watanabe’s millions of yen or fellow Asians’ yuan, won or dollar holdings from their futons or equal-interest savings accounts.

Signs of life in Japanese private equity

July 7, 2009

The conventional wisdom is that private equity is comatose in Japan, at best, with some major firms leaving Tokyo, deal numbers sliding and even old Japan hands like Advantage Partners seen as looking to exit mature investments.

Nikkei recessive exuberance

July 7, 2009

If the Nikkei’s spring rally from multi-decade lows whet appetites for a “Japan is back” soaring benchmark, it’s time to check that excessive exuberance, says Deutsche Securities’ Naoki Kamiyama, who sees a top of 10,500 yen for the Nikkei 225 and 1,000 for the Topix over the next year.

Investing Japan, as Japan invests offshore

July 6, 2009

Even in the best of times, Japan has never been a cakewalk for foreign investors. But in the wake of the global credit crisis, the world’s second-largest economy can be downright baffling.

AUDIO – Real estate’s ugly confluence

June 24, 2009

All week, we have been meeting real estate executives at Reuters Global Real Estate Summit who have discussed the many different areas of concern that have spread throughout the sector.

Smaller cities’ real estate to stall- what are your town’s prospects?

June 23, 2009

New York and a handful of other major U.S. cities are down, but will never be out as far as their commercial real estate goes, a leading New York real estate private equity investor said Monday at the Reuters Global Real Estate Summit.

AUDIO – A new emerging market for real estate

June 23, 2009

Remember the good old days where — if you lived in the United States anyway — people would talk about “emerging markets”?

AUDIO – ‘Off to the Outlets’ — A new real estate mantra

June 23, 2009

When it comes to shopping for bargains these days, retailers are expanding their window of possibilities the same way as increasingly price-conscious consumers.