Japan

Japan

Japan’s Energy Realignment: U.S. Pressure to End Russian Oil Imports and the Redefinition of Energy Security

Japan is under U.S. pressure to halt Russian oil imports. This report analyzes the geopolitical, economic, and energy implications as Tokyo reshapes its security strategy.
Invest

Japan’s Gold Holdings: Current State, Strategy, and Outlook

While central banks worldwide are rapidly expanding their gold holdings, Japan’s reserves remain steady at around 846 tonnes.This report explains why the Bank of Japan maintains a cautious, stability-oriented approach, and how its strategy contrasts with the global de-dollarization trend.
China

Japan’s Strategic Response to the Rare Earth Geopolitics

Japan is building a three-pillar strategy—supply diversification, dual industrial standards, and financial stabilization—to reduce dependence on China and secure critical rare earth materials amid rising geopolitical tensions.
Japan

The Spillover of the 2025 U.S. Government Shutdown on Japan’s Economy

How the 2025 U.S. Government Shutdown Could Ripple Through Japan’s Economy – Yen, BOJ Policy, and Global Risk
Japan

U.S. Government Shutdown and Household Debt Risks — Lessons from the Subprime Crisis and Implications for Japan

A prolonged U.S. government shutdown could trigger rising credit card and mortgage delinquencies, echoing subprime crisis risks. This report analyzes household debt vulnerabilities, financial spillovers, and the implications for Japan’s economy and investors.
Japan

The Prolonged U.S. Government Shutdown and Its Impact on the Japanese Economy

A prolonged U.S. government shutdown could trigger yen appreciation, export slowdown, and financial instability in Japan. This report explores potential BOJ rate hikes, market impacts, and policy responses for businesses, investors, and policymakers.
Japan

On the Deck of the USS George Washington: Trump and Prime Minister Takaichi Unveil a “New Golden Age” for the U.S.–Japan Alliance

On October 28, 2025, President Donald Trump and Prime Minister Sanae Takaichi held a historic summit aboard the USS George Washington in Yokosuka.Their powerful speeches marked the start of a “new golden age” for the U.S.–Japan alliance — blending military symbolism, strategic messaging, and rare-earth cooperation in a bold act of diplomatic theatre.
Japan

Japan’sMinamitorishima Rare Earth Mud Project: Balancing Global Risks and Japan’s Business Opportunities

Japan’s Minamitorishima rare earth mud project aims to secure critical minerals from the deep sea, reducing dependence on China. Explore the technological, environmental, and geopolitical risks, and discover how this initiative could create new industries, strengthen supply chains, and position Japan as a global leader in responsible resource development.
Japan

Rare Earth Strategies in the EU and Japan: Industrial Policy and Geopolitical Risk Management

Discover how the EU and Japan are reshaping rare earth strategies to reduce dependence on China. From Japan’s deep-sea exploration and recycling innovations to the EU’s Critical Raw Materials Act and green industry push, learn how both regions aim to secure sustainable supply chains.
Japan

🌏 The U.S.–China Economic Rivalry and Rising Geopolitical Risks

The United States and China are locked in a fierce battle over technology, trade, and resources. Discover how this rivalry is driving global inflation, reshaping supply chains, and heightening geopolitical risks in 2025 — explained in simple terms for students and professionals alike.
China

The Takaichi Doctrine: How Japan’s First Female Prime Minister Is Redefining the U.S.–Japan Alliance and Countering China’s Rise

Japan’s new Prime Minister, Sanae Takaichi, is reshaping the U.S.–Japan alliance into a comprehensive framework that fuses defense, economic security, and Indo-Pacific strategy. This report examines her emerging doctrine toward China and the implications for regional balance.
Japan

The Takaichi Doctrine: Japan’s First Female Prime Minister and the Conservative Rebirth of the State

Japan’s first female leader, Sanae Takaichi, ushers in a new era of conservative nationalism—reshaping Japan’s diplomacy, economy, and security amid U.S.–China rivalry.
Japan

Japan’s Stablecoin Strategy: Harnessing the Yen’s Credibility or Drowning in Regulation?

Explore Japan’s pioneering stablecoin framework, its strict regulations, and how yen-based tokens could reshape digital payments and global finance.