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Japan
 

The coming blood battle : China VS SK VS Japan

sanjose04's picture
IB
(Orangutan, 335
 
Points)
 on 4/3/13 at 2:00pm
flag

Nobody really gave a lot attention between these three countries’ relationships that much, but I think the competitive landscape between these three countries can a have a big effect on the global economy in the future, which merits a closer examination.

Let me explain :

Japan Market Making

4n0n43v3r's picture
(Chimp, 2
 
Points)
 on 2/18/13 at 7:14am

Does anyone here market make Japan cash? I'd like to speak over PM. I have an offer to trade Japan for a bank, but I'm worried about exit opps and transferability of skills.

Thanks

M&A activity in Japan?

chicandtoughness's picture
CS
 
Points)
 on 11/16/12 at 1:00am
japan ma.jpg

Just a curious question if nothing else -- what is the state of M&A activity (or investment banking in general, for that matter) in Japan currently? In the next five years? It's always been a goal (or at least a line on the bucket list) of mine to work in Japan for a few years, but I'd ideally like to time it when dealflow isn't dry.

Tokyo M&A

musto430's picture
(Baboon, 104
 
Points)
 on 5/15/12 at 10:55am

How hard would it be to get a BB M&A role in Tokyo as a non native, non Japanese speaking applicant with 1-2 years experience in London (research/ capital markets team)?

Impossible?

A twitching trigger finger and the Japanese economy

Diamond Lil's picture
ST
(Baboon, 153
 
Points)
 on 4/10/12 at 11:50am
japan

The BOJ has left its key interest rates and its policy unchanged. Interest rates remain between zero and .1 percent. What? Zero? Ho Hum, these markets are boring me to death.

A little bit more fun was that the upper house last week vetted the appointment of a bank economist, R Kono from BNP Paribas, fearing that he would be unable to do enough to help the Japanese economy. Maybe they should just hire a man/woman of the street, who may have a much better feel for what’s going on in Japan and in the world.

The BOJ is looking desperately to fill two vacancies in its board with members who can come up with a more pro-active monetary policy, whatever they think they mean by that. Last month consumer prices rose, if you can call that a rise, .1 percent. The BOJ forecast for inflation next year is .5, but I think they may want to rethink that number.

Sinking ship or rising sun?

Diamond Lil's picture
ST
(Baboon, 153
 
Points)
 on 4/2/12 at 9:01am
1japan.png

According to the Asahi Shimbun, six of Japan’s utilities will release their largest net losses on record. The one utility which does not operate nuclear power will post a net proft.

The ten regional electric utilities in Japan are projecting a combined net loss of 1.5 trillion yen (about US 18 billion, in the fiscal year ending March 31.

Those of you who read with interest my article about Brunei and thought it was about Brunei, better read it again.

In the meantime, oil prices continue to barrel forward, on signs of a strengthening Chinese economy, according to Bloomberg, as the Chinese Purchasing Managers index rose to a one year high of 53.1 in March.

If you can't find a job, consider Brunei

Diamond Lil's picture
ST
(Baboon, 153
 
Points)
 on 3/30/12 at 4:48pm
bruneigarage.jpg

When I was in the FX markets, we all lusted to get Brunei as a client.

They were a major participant in our business, and the Sultan of Brunei was the richest man in the world at that time. I love old cars, and the Sultan had one of the greatest collection of unique and exotic cars in the world. He also has enough oil to run all of them at the same time.

Brunei is a small country, with the official name of the State of Brunei, the Abode of Peace. It is located in the island of Borneo, surrounded by Malaysia on one side, the South China Sea on the other. The population of Brunei is about the same size as Kansas City, to give you an idea. It is ranked 5th in the world by GNP per capita at PPP, its wealth due to oil and gas reserves. My old friend the Sultan of Brunei is its absolute ruler.

So why am I talking about Brunei?

Last week I saw that Brunei LNG Sdn announced that they would increase storage at its natural gas liquefication plant by more than 60%. So I started looking at LNG in general which led me to Japan which is the world’s largest importer and consumer of liquefied natural gas.

Japan, Turkey, Switzerland and Australia: which one to go short and which one to go long?

jack_yeah's picture
PE
(Monkey, 65
 
Points)
 on 2/26/12 at 5:28pm

Hi WSO,

I am sophomore student and we are debating in the trading group at my school about this trade. We plan to obtain exposure via ETFs and perhaps other indexes.

If you were given a bunch of cash, which one would got long and which one would go short? Why?

Japan, Turkey, Switzerland and Australia.

I would go long Australia for the commodity kick and short Switzerland for the erratic interventionism and demographics.

Why is Japan not in a crisis?

adapt or die's picture
(King Kong, 1,231
 
Points)
 on 2/3/12 at 8:44pm
Japan.jpg

I have VERY significant short exposure to the Japanese economy and this god damn thing just keeps rolling along. They've got:

over 200% debt to GDP / they change finance ministers every 2 years / an aging population worse than the US

Yes, I know they have a central bank so they can print money at will but won't that still be largely problematic? As they print money and inflate themselves their population gets squeezed on purchasing goods and they are the ones who are financing the government debt. Japan domestically owns a very large percent of their govt debt.

When is this thing going to implode??

Finding a Job in Japan

Ihavesomequestions's picture
O
 
Points)
 on 2/1/12 at 6:57pm

I'm looking to get a job with either a major Japanese corporation or more likely an American corporation with a Japanese office. I'm 7ish months out of school, where I double majored in Econ and Poli Sci was a Cum Laude graduate (3.6ish GPA) at a school that has a pretty good record of getting people finance/accounting/consulting etc jobs (also has a recent record of fudging SAT scores if that's helpful...). I am currently living in Japan, although working on a one-year teaching fellowship, so I'm thinking the fact that I'm already in Japan may be helpful. I'm wondering if anyone has any advice on how to land an interview for American corporations in Japan.

Kyle Bass at AmeriCatalyst 2011

mfoste1's picture
ST
(Gorilla, 602
 
Points)
 on 12/2/11 at 9:11pm
j kyle bass.jpg

For those who saw Kyle at last years AmeriCatalyst, this will be a good watch as well. Bass analyzes and interprets credit events coming to fruition in the near term with respect to Japan, PIIGS and other nations. It would certainly behoove anyone in finance or economics to watch this.

Kyle Bass redux

Question about Boston Career Forum

eclecticist's picture
(Monkey, 40
 
Points)
 on 11/7/11 at 9:34am

would it be possible to secure an FT offer in S&T at a BB in japan at the BCF without knowing any japanese? also, is it possible to obtain interviews on-site without having pre-scheduled interviews beforehand? i know it's probably difficult if not impossible, but I don't have much experience with the BCF so I just want to know for sure. I was mainly trying for HK/SG positions which aren't hiring much right now, and so I'm considering all possibilities.

20 Million Nickels

M Friedman's picture
(King Kong, 1,007
 
Points)
 on 11/4/11 at 2:11pm
Kyle Bass

Does anyone have any idea what 20 million nickels look like?

J. Kyle Bass of Hayman Capital does. The coins are wrapped and stacked on pallets at a Brink’s vault, and when his bank asked him why so many damn nickels, he simply responded, “I just like nickels.”

Truth be told, Kyle Bass likes making money, stupid amounts of money. Since his bet on the housing market and Europe’s sovereign debt crisis paid off, Hayman Capital has claims to have a ROI of 65,000%. Now, that number may be exaggerated just a tad, but at least we know who was on the other end of MF Global’s stick...

Any chance of landing a BB IBD job in Japan without fluent japanese?

mephisto's picture
IB
 
Points)
 on 10/18/11 at 8:37am

Hi Guys,

I go to a non-target in North America, graduating in 2013, and spent this past summer as an IBD SA at a BB in Southeast Asia.

My program's length allows me to take another SA gig, I'm interested in trying Japan, but I've heard of their strict policies towards Japanese fluency, considering my experience, any chance they'll take someone with only grade school level proficiency in Japanese?

Thanks!
-Mephisto

Free round trip tickets to Japan - srsly

seabird's picture
PE
(King Kong, 1,481
 
Points)
 on 10/11/11 at 11:26pm

For all the monkeys w/ yellow fever/japanese schoolgirl fever:

http://abcnews.go.com/blogs/lifestyle/2011/10/1000...

In a desperate attempt to lure tourists back to a country plagued by radiation fears and constant earthquakes, the Japan Tourism Agency’s proposed an unprecedented campaign – 10,000 free roundtrip tickets.

The catch is, you need to publicize your trip on blogs and social media sites.

They are putting up a site to solicit applications from 10,000 people. I am so putting one in.

China, Japan Minuet Around the Issue of Rare Earths

oilprice's picture
EN
(Gorilla, 574
 
Points)
 on 9/27/11 at 7:04am

It’s official – China’s de facto monopoly on current rare earths production is a threat to the global economy.

As least, that was the gist of hearings on 21 September by the U.S. House of Representatives Committee on Foreign Affairs Subcommittee on Asia and the Pacific.

Last Chance for Japan?

In The Flesh's picture
HF
(Neanderthal, 2,808
 
Points)
 on 8/30/11 at 6:14pm
japan.jpg

We consider modern politics in the United States to be pretty messed up lately, but when a country has its sixth Prime Minister in five years and is characterized by a split parliament, one can take some consolation that our frustration with the current state of politics is shared.

I’m talking, of course, about Japan, which has just recently elevated its finance minister, Yoshihiko Noda, to be prime minister:

http://www.foxnews.com/world/2011/08/30/japans-par...

S&P Downgrades U.S. Government Debt

MMBinNC's picture
CD
(Neanderthal, 2,156
 
Points)
 on 8/5/11 at 8:34pm
National-Debt-Clock.jpg

In a move not shocking to anyone who has been paying attention these past few weeks, S&P has downgraded government debt to AA+. Interestingly the downgrade was delayed due to the White House questioning the models underlying the analysis- saying that they were off by a few trillion dollars" Even so, the company has issued a statement downgrading U.S. debt, and affirmed the A-1 short term rating.

S&P Downgrades U.S. to AA+, Outlook Negative - Full Text

SU - Racism

FinancialNoviceII's picture
CS
(Neanderthal, 2,460
 
Points)
 on 6/24/11 at 8:07pm

Keep in mind, Princeton Review said SU is the 8th most segregated campus in the country.

http://jerkmag.wordpress.com/2011/06/24/racism-at-...

Why Japan Will Turn to Solar Energy Following Fukushima

oilprice's picture
EN
(Gorilla, 574
 
Points)
 on 6/10/11 at 10:29am

As the dire news continues to leach out of Fukishima, the silver lining in its nuclear cloud is that renewable energy technologies, despite their daunting start-up costs, are receiving renewed scrutiny.

Make no mistake - given the trillions of dollars invested over the last five decades in nuclear energy, the industry and its lobbyists will not go down without a fight, promoting new, “safe” reactor designs, etc. etc. etc.

U Edinburgh and HKUST, which one is a better study abroad option?

porulee's picture
(Chimp, 2
 
Points)
 on 6/4/11 at 3:57am

Hello everyone, this is my first post on Wallstreetoasis. In fact, I just joined several days ago. Right now, I am having trouble deciding which school is my best option for studying abroad. Please first let me describe my situation.

I am a Taiwanese student who is currently studying in Japan as an undergraduate student. I go to a semi-target school in Tokyo. It's one of the few schools in Japan that has a faculty that teaches college level classes in English. My major is international business and economics. I am now in my sophomore year and will have the opportunity to study abroad next year as an exchange student.

$150mm day trader hermit

Putz's picture
IB
 
Points)
 on 6/3/11 at 8:15pm
Wealthy ascetic loner

Ever heard of a Japanese loner named Takashi Kotegawa? The hermit turned his college part-time work savings, the yen equivalent of $13,000, into over $150 million in 8 years. The most expensive things he has bought recently, circa the video, are two Nintendo Wiis and he only eats cup ramen.

http://caps.fool.com/blogs/check-out-this-japanese...

The Mizuho trade disaster helped him out tremendously though. Watch the youtube videos of him (AKA BNF trader), even if you don't know any Japanese it's clear how eccentric he is.

The End of Profits

Midas Mulligan Magoo's picture
 
Points)
 on 5/25/11 at 12:00pm
gt

Ambition, hopes, dreams, achievement, success…all to the letter driven by profits. Though they are the foundation upon which capitalism is built, we rarely actually discuss the importance of profits. It is implied, after all, that if we don’t profit from our ventures…they are not worth undertaking.

Dublin dweller and self defined anti-economist Phil Pilkington wonders if we are actually mistaken in this assumption. Though the idea alone is enough to scare most from the debate for fear of wasted time, he actually makes an interesting point…

How to buy a stock...

delljunkie's picture
(Baboon, 116
 
Points)
 on 4/19/11 at 12:30pm

I want to buy SJM Holdings. The problem is, I've never purchased a company outside of the US. When I pull up the ticker on scottrade, I can only buy the pink sheets: SJMHF. Is this right? Is there anyway I can buy the actual stock? HKG:0880 ?

Thanks

IBD Internship in Japan

aznhades's picture
(Chimp, 12
 
Points)
 on 4/9/11 at 11:59pm

So I recently heard from am asian-american friend of mine that he will be working as an IBD summer analyst at a BB in Japan this summer. What puzzles me is that he isn't Japanese, and that he doesn't speak Japanese very well. He's able to understand Japanese pretty much fluently, but he isn't able to speak it. According to him, speaking-wise he's probably around conversational-business level? But to my understanding, in order to do IBD in Japan, you pretty much need to be a native speaker.

Japan's Economy

Barcadia's picture
IB
 
Points)
 on 4/9/11 at 8:05pm
Picture 1.png

How does it work? They own all of their own debt?

According to this:

http://en.wikipedia.org/wiki/List_of_sovereign_sta...

Japan's debt is 225% of its GDP. How is this so high?

Japan- DO THIS

ModusOperandi's picture
IB
(Orangutan, 337
 
Points)
 on 3/18/11 at 11:32am

So I'm usually not one to go out of my way to help out a cause, but I think this is worthwhile and wanted to let you guys know.

If you have an iPhone, you can download Capcom games (Megman, Streetfighter, etc) for 99 cents and all proceeds go to help Japan.

Monkeys, now is the time to step up and go down memory lane.

(Long- construction & autos, Short- Uranium) Tsunami trade?

non-target's picture
PE
 
Points)
 on 3/15/11 at 1:13pm

What do you guys think?

This time is different: Japan’s outlook

sanjose04's picture
IB
(Orangutan, 335
 
Points)
 on 3/15/11 at 10:50am
Japan Tsunami

I know how it feels to experience a devastating earthquake. When I grew up in the west coast, there were many cases of these, although in a lesser degree. Each time, every people were gripped by fears and it lasted for quite a long period.
Having a firsthand experience in this, I am really deeply sad about the tragic disaster of what happened in Japan few days ago.

BUT, it really seems to be the bleak outlook of Japan’s economy that makes the dreadful blow even more depressing.