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In taking on Toshiba, secretive hedge fund Effissimo ended years of silence


May 24, 2021
It was the rarest of public appearances. At Toshiba Corp.’s extraordinary general meeting in March, a lawyer, who didn’t give his name, talked for four minutes about why shareholders’ rights should never be infringed.
He was speaking on behalf of Effissimo Capital Management Pte, a secretive hedge fund that had avoided the spotlight for almost 15 years. Now it was coming out into the open, if only slightly, to spearhead a campaign to bring change at the conglomerate and, by extension, corporate Japan.
Effissimo’s victory over Toshiba’s management in that March 18 shareholder vote was a landmark moment both for Japan Inc. and the hedge fund, whose guarded actions have long been the subject of intrigue. ....

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Secretive Hedge Fund Ends Years of Silence to Take On Japan Icon


Secretive Hedge Fund Ends Years of Silence to Take On Japan Icon
May 23 2021, 11:32 PM
May 23 2021, 9:30 PM
May 23 2021, 11:32 PM
(Bloomberg) It was the rarest of public appearances. At Toshiba Corp.’s extraordinary general meeting in March, a lawyer, who didn’t give his name, talked for four minutes about why shareholders’ rights should never be infringed.
(Bloomberg) It was the rarest of public appearances. At Toshiba Corp.’s extraordinary general meeting in March, a lawyer, who didn’t give his name, talked for four minutes about why shareholders’ rights should never be infringed.
He was speaking on behalf of Effissimo Capital Management Pte, a secretive hedge fund that had avoided the spotlight for almost 15 years. Now it was coming out into the open, if only slightly, to spearhead a campaign to bring change at the conglomerate and by extension corporate Japan. ....

United States , North Carolina , Hisaaki Sato , Takashi Kousaka , Nga Pham , Justin Tang , Yoichiro Imai , Masakazu Hosomizu , Nicholas Benes , Ryuhei Uchida , Yoshiaki Murakami , Emi Onozuka , Nikko Asset Management Co , Japan Inc , Toshiba Corp , Dai Ichi Life Holdings Inc , Kioxia Holdings Corp , Pennsylvania Public School Employee Retirement System , Monex Inc , Exchange Commission , Monash Centre For Financial , Harvard University , Kawasaki Kisen Kaisha Ltd , Japan Catalyst Inc , Effissimo Capital Management Pte , Nikko Asset Management ,

As Pfizer talks fail to lift its markets, could Japan see vaccine envy?


Apr 19, 2021
Japan won praise during the COVID-19 pandemic for staying open while other developed economies locked down, which helped lift stocks to three-decade highs. But as the country now struggles with its inoculation program, some investors fear a wave of vaccine envy.
In the past month the Topix has sunk 2.6%. That compared with gains of 7% in the S&P 500 Index and 4.6% by the FTSE 100 in London where photos of revelers at reopened pubs this week contrast with reports from Tokyo, where hours at bars and restaurants have been shortened as COVID-19 cases surge.
“Japanese indexes are starting to fall behind. Foreign investors are looking at vaccination rates as an investment decision,” said Tomoichiro Kubota, a senior market analyst at Matsui Securities Co. “Markets are at their wits end right now with the vaccination rate slower in Japan.” ....

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Japan's Nikkei 225 Tops 30,000 for First Time Since 1990


Japan’s Nikkei 225 Tops 30,000 for First Time Since 1990
Bloomberg
2/15/2021
Gearoid Reidy and Min Jeong Lee
(Bloomberg) Japan’s Nikkei 225 Stock Average topped 30,000 yen for the first time since August 1990, as it continued its charge back up through levels not seen since the collapse of the bubble economy.
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The gauge rose 1.9% to close at 30,084.15 on Monday, amid signs an economic recovery is intact at home and hopes of progress in U.S. stimulus talks. While equities globally have hit new heights in recent months, the Nikkei 225 still needs to gain almost 30% to surpass its record of 38,915.87. That was reached in the final trading session of 1989, before the index went on to lose more than half its value in three years after the economic bubble burst. ....

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Nikkei 225 passes 30,000 for first time since 1990

Japan’s Nikkei 225 Stock Average topped 30,000 for the first time since August 1990, as it continued its charge back up through levels not seen since the collapse of the bubble economy.
The gauge rose 1.9 percent to close at 30,084.15 yesterday, amid signs an economic recovery is intact at home and hopes of progress in US stimulus talks. While equities globally have hit new heights in recent months, the Nikkei 225 still needs to gain almost 30 percent to surpass its record of 38,915.87. That was reached in the final trading session of 1989, before the index went on to ....

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