Updated
Updated · The Japan Times · Jun 23
Barclays Weighs Japan Cash Equities Return After 10 Years as Stocks Boom
Updated
Updated · The Japan Times · Jun 23

Barclays Weighs Japan Cash Equities Return After 10 Years as Stocks Boom

3 articles · Updated · The Japan Times · Jun 23

Summary

  • Barclays is exploring a return to Japan’s cash equities business about 10 years after exiting, with talks still at an early stage and no decision made.
  • Tokyo hiring has already started, including former CLSA executives Takeo Kamai and Warren Kim, signaling preparation for a possible relaunch.
  • The rethink follows a 2016 retreat that cut 120 equity jobs in Japan as Barclays shrank its Asia-Pacific investment bank to reduce costs.
  • Japan’s record-setting stock rally—fueled by governance reforms, the end of deflation and AI optimism—is drawing foreign banks back into a market strategists say is "exploding."
  • A comeback would expand Barclays beyond electronic trading, derivatives and prime brokerage in Japan, where it generated ¥67.1 billion in net revenue last year and would face Goldman Sachs, JPMorgan, Morgan Stanley, Nomura and Daiwa.

Insights

After its costly 2016 exit, is Barclays wisely re-entering Japan or just chasing a market bubble?
Can a rebuilt Barclays team compete with local giants and AI traders in Japan's modern market?
With an Iran war threatening global energy, how can Japan's market boom survive the shock?