Aug 31, 2016
Policies and business activities related to Japan investment opportunities
"BOJ owns equity via ETF. Massive percentage of assets are now held passively. Good reason why GPIF is keen to be behave active in order to maintain a healthy market. "
"In this unusual environment, the meaning of passive investment needs to be reviewed carefully."
"No doubt that real growth comes from value creation and not by easing. Should be time to review real economy."