Japan economy
The Nikkei’s 33-Year High and Kishida’s Election Gambit: What Investors Need to Know
Japan’s Nikkei is at a 33-year high, yet its PM may call a snap election. We explore the risks, rewards, and what it means for the global economy.
Beyond the AI Hype: 10 Global Economic Shifts to Watch by 2026
A look at 10 global economic trends for 2026, predicting a shift away from the US-China duopoly and the potential end of the AI market mania.
Japan’s Banking Shake-Up: Why a $2.4 Billion IPO Could Unleash a Merger Frenzy
SBI Shinsei Bank’s $2.4bn IPO isn’t just a capital raise; it’s a war chest to consolidate Japan’s struggling regional banks into a new “fourth megabank.”
The Fault Line in Finance: Why a $7.9B Nuclear Deal Ignores Japan’s Seismic Warnings
A $7.9B nuclear deal in Japan is a case study in financial risk, forcing investors to ask if they are ignoring catastrophic seismic warnings from history.
The Great Unwinding: Hedge Fund Titan Scott Bessent on Japan’s Rise, the Dollar’s Decline, and the Dawn of a New Economic Era
A deep dive into macro investor Scott Bessent’s playbook, revealing major shifts in Japan, the US dollar, and commodities that will define the next decade.
The Green Gold Rush: How Matcha Mania is Straining Japan’s Economy and Creating a New Investor Dilemma
The global obsession with matcha is creating an economic paradox, straining Japan’s traditional producers and creating a complex dilemma for the global economy.