Recently I read a research paper from Macquarie and I was surprised to read that Marubeni was well diversified in China. I always saw Marubeni as commodity play and as you will see later on, it is more than that. Nonetheless, Marubeni’s stock price is...

Japan is heading back to the 1990’s when deflation stopped government to come up with enough tools to boost the Nippon economy. In October the headline CPI fell 2,5% yoy and the underlying deflation (excluding food and energy) is comparable to the 2001...