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All sides covered deal.

October 15, 2008

Analysis of:Morgan Stanley secures $9bn from Mitsubishi Financial | www.bankingtimes.co.uk

21 % stake in the bank means Morgan Stanley will eventually become MUFG group subsidiary at a later stage. Besides MUFG is also active on several fronts worlwide.

MUFG strategic thinking insider

October 7, 2008

Analysis of:Aberdeen in tie-up with MUFG | www.ft.com

MUFG already annouced 3 large stakeholder acquisitions worldwide. What is the mega bank strategic thinking , what is the ultimate goal ?

Euroscepticism: return of the living dead!

October 7, 2008

Analysis of:The end of the Euro | www.berninger.de

Euro currency obeys gravity laws. Actual stress test does not call into question Euro existence but ECB institutional design.

Long-term speaking Japanese Real Estate offers more value than gold.

October 3, 2008

Analysis of:Cash-rich firms seek gold in Japan's property blues | www.reuters.com

Analysing Japanese real estate fair value from a true long-term angle.

Why did Nomura did it ?

October 1, 2008

Analysis of:Nomura seal $2 Lehman Brothers deal | www.telegraph.co.uk

Lehman European and Asian investment banking operations purchase means instant global sales network expansion at discount price. But even more important Nomura is finally getting a foot in the Lucrative American asset Management market.

Japanese Taxpayer's money for American Defeasance ?

September 24, 2008

Analysis of:Japan may put money in global rescue fund | www.ft.com

Japan Sovereign Wealth fund creation is an issue that kept japanese political class deeply divided so far. Ironically the Defeasance scheme proposed by Paulson and Bernanke could make it happen.

Opportunity knocks for Japanese life and non life Insurers

September 18, 2008

Analysis of:Japanese insurers seen eyeing AIG assets | www.reuters.com

Alico Japan is indeed a superb business opportunity for Japanese life and non life insurers to expand market share at discount price. Lehman bankruptcy dammage assessment to Japanese life and non life insurers is limited.

Yen historic implied volatility turnaround

September 15, 2008

Analysis of:The long, long case | japoninvestissements.free.fr

Japanese foreign securities Investment flow expansion supported Yen decline and kept Japanese currency well below its historic trade weighted average. Japan herself, this is fact, has long been the core 'carry-trader' of its own currency. Foreign exchange markets mega bubble burst will lead to substancial money flows reversal with far reaching consequences.

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