Japan

Japan

The Rise of Japan’s Prime Minister Sanae Takaichi: Symbolism, Domestic Impact, and Foreign Policy Trajectory

Sanae Takaichi becomes Japan’s first female prime minister, balancing Abe’s conservative legacy with a pragmatic dual-track diplomacy toward the U.S., China, and Asia.
Japan

Japan’s Economic Outlook for the Second Half of 2025

Japan’s economy faces U.S. recession risks, yen volatility, and debt concerns in late 2025, but wage growth and stable inflation support consumption.
Japan

India–Japan Synergy: Complementarity Between India’s Talent Supply and Japan’s Structural Demand

India’s vast pool of IT professionals and Japan’s growing demand for skilled labor create a unique complementarity. This report explores how demographic trends, economic needs, and strategic cooperation make India–Japan relations a model of mutual benefit.
Japan

Japan’s Economic Outlook: Balancing U.S. Rate Cuts, BOJ Policy, and Tariff Risks

Japan’s economy faces a delicate balance in 2025–2026. U.S. rate cuts, BOJ normalization, and U.S. tariffs on autos will shape growth, inflation, and the yen’s trajectory.
Japan

【Policy Report】Tightening Japan’s Business Manager Visa: Background, Intentions, and Challenges

Japan plans to tighten Business Manager Visa rules, raising capital to ¥30M. Explore the background, intentions, benefits, and risks of this major reform.
Japan

The Tightening of Japan’s Business Manager Visa Requirements

Japan plans to raise the Business Manager Visa threshold from ¥5M to ¥30M, aiming to attract serious investors while risking exclusion of small startups.
Japan

Ueda at Jackson Hole: BOJ’s Cautious Stance Amid Tariff Uncertainty

BOJ Governor Kazuo Ueda emphasized caution at Jackson Hole 2025, highlighting labor market data and tariff-driven risks as Japan balances policy normalization.
Japan

Beyond Convenience: The Macroeconomic Implications of the Digital Yen

As Japan pilots its Digital Yen, we examine the long-term impacts on fiscal policy, international trade, central bank control, and the future of money itself.
Japan

Sakhalin-1 “Re-Entry” Decree and the Implications for Japanese Stakeholders

Russia’s August 15 decree opens a conditional path for foreign shareholders to return to Sakhalin-1. This report outlines the conditions, scenarios, risks, and concrete next steps for Japanese stakeholders.
Global Economy

Ray Dalio’s Investment Philosophy and the Yen Carry Trade

Explore how Ray Dalio and Bridgewater Associates integrate the yen carry trade into their global macro investment strategy, leveraging Japan’s ultra-low interest rates for diversified, risk-managed portfolios.
Japan

Structural Analysis of Japan’s Policy Interest Rate

Discover how Japan’s ultra-low policy rate drives the yen’s role as a global funding currency, fuels international carry trades, and impacts capital flows in both risk-on and risk-off markets.
Japan

Japan’s Economic and Political Systems: An Analysis Based on Daron Acemoglu’s Theory

Explore an in-depth analysis of Japan’s economic and political systems through Daron Acemoglu’s theory of inclusive and extractive institutions. Learn how Japan’s current challenges and institutional structures impact its long-term growth and stability.
Japan

How U.S. Pressure on Semiconductors and Pharmaceuticals Threatens Japan’s Economic Core

The U.S. is targeting Japan’s semiconductor and pharmaceutical sectors with tariffs up to 250%. This report explores the economic fallout, Krugman’s warnings, and how Japan must rethink its industrial and trade strategy to defend its core industries.