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.

2025.09.23

JapanReport

【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.

2025.09.16

JapanReport

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.

2025.09.15

JapanReport

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.

2025.09.13

JapanReport

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.

2025.09.03

JapanReport

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.

2025.09.01

JapanReport

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.

2025.08.29

Global EconomyJapan

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.

2025.08.27

JapanReport

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.

2025.08.24

JapanReport

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.

2025.08.17

JapanUSWORLD

The U.S.-Japan Tariff Agreement and Its Structural Impact on the Japanese Economy

Japan’s new trade agreement with the U.S. lowers tariffs to 15% but demands $550 billion in investment. Economist Paul Krugman warns of long-term risks to Japan’s trade balance, currency stability, and economic sovereignty. Discover the hidden costs behind this geopolitical compromise.

2025.08.16

JapanReport

🍵 The Global Rise of Japanese Matcha: Economic and Cultural Drivers in Europe and the Middle East

From wellness cafés in Paris to luxury tea rooms in Dubai, Japanese matcha is redefining global taste. Learn why this emerald superfood is booming across Europe and the Middle East—blending health benefits, cultural prestige, and social media appeal.

2025.08.11

JapanReport

Japan–Middle East Relations: From Energy Dependency to Strategic Partnership

Explore how Japan is transforming its Middle East diplomacy beyond oil dependency—focusing on hydrogen cooperation, maritime security, and regional multilateralism in 2025’s shifting geopolitical landscape.

2025.07.26

JapanMiddle East