Global Economy 米国政府閉鎖2025：世界経済と地政学への波及リスク
Wrote by : Global Economist 2025/102025年10月、米国連邦政府の閉鎖は単なる国内政治危機にとどまりません。世界最大の経済が一部機能停止したことで、その余波はワシントンを越え、国際市場や同盟国、そして地政...
Japan
Global Economy 
Japan The Impact of Trump’s 15% Tariffs on the Japanese Economy: An Economist’s Perspective
An economist’s analysis of Trump’s 15% tariffs: effects on Japan’s economy, auto exports, localization shifts, and BOJ policy outlook
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.