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Japan

Tokyo politics, the yen and the industrial economy, demographics and the Japanese role in the region.

Japan's pension fund resists political pressure over JGB buying
Japan

Japan's pension fund resists political pressure over JGB buying

Japan's finance minister and prime minister are pushing the GPIF to invest more in domestic assets, sparking market reactions. The fund's pr

Akio Tanaka ·
Why Japan's first female PM resonates with women despite conservative politics
Japan

Why Japan's first female PM resonates with women despite conservative politics

Japan's first female prime minister, Sanae Takaichi, has gained a following among women despite her conservative stance on gender issues. He

Akio Tanaka ·
Japan's bond market stress signals deeper global fiscal strains
Japan

Japan's bond market stress signals deeper global fiscal strains

Japanese government bond yields have climbed to their highest in nearly three decades, driven by fiscal concerns and a weak yen. The Bank of

Akio Tanaka ·
Japan's EV Push: New Models and Tokyo Formula E Race
Japan

Japan's EV Push: New Models and Tokyo Formula E Race

Japan's auto industry has launched more than 20 new or upgraded EV models in the past year, signaling a shift beyond hybrids. Tokyo hosted r

Akio Tanaka ·
Japan's Calculated Silence on Trump's Gaza Reconstruction Board
Japan

Japan's Calculated Silence on Trump's Gaza Reconstruction Board

Japan has not accepted Trump's invitation to join his Gaza reconstruction board, despite pressure. The offer's billion-dollar price tag and

Akio Tanaka ·
SoftBank's AI bets make Son a bellwether for the industry's future
Japan

SoftBank's AI bets make Son a bellwether for the industry's future

SoftBank Group has regained its status as Japan's most valuable company, thanks to AI. But heavy debt and concentrated bets raise questions

Akio Tanaka ·
US-Japan yen intervention masks a deeper fiscal tug of war
Japan

US-Japan yen intervention masks a deeper fiscal tug of war

The US-Japan joint yen intervention is a high-stakes game of mutual dependence. Tokyo holds nearly $1.2 trillion in US Treasuries, giving it

Akio Tanaka ·
Takaichi's Nostalgic Blueprint Risks Japan's Economic Future
Japan

Takaichi's Nostalgic Blueprint Risks Japan's Economic Future

Sanae Takaichi's economic strategy revives 1960s-style industrial policy, but experts warn it could fuel inflation and raise capital costs.

Akio Tanaka ·
Chinese humanoids drive new service models in Japan's robotics market
Japan

Chinese humanoids drive new service models in Japan's robotics market

JAL Ground Service is testing Chinese humanoids at Haneda Airport, with GMO AI & Robotics handling integration. The trial highlights a shift

Akio Tanaka ·
Japan's Society 5.0: AI as a Service, Not Sovereign
Japan

Japan's Society 5.0: AI as a Service, Not Sovereign

Japan's Society 5.0 envisions AI as a service within a cybernetic feedback loop, not an autonomous agent. The framework integrates data, sen

Akio Tanaka ·
Japan's Yen Slide Exposes Hollow Policy as Takaichi's Popularity Wanes
Japan

Japan's Yen Slide Exposes Hollow Policy as Takaichi's Popularity Wanes

Japan's yen has dropped to 164 against the dollar, its weakest since 1986, yet Tokyo's response is more theatrical than substantive. Prime M

Akio Tanaka ·
Japan's Diet Passes Imperial Household Law Revision Allowing Adoption from Cadet Branches
Japan

Japan's Diet Passes Imperial Household Law Revision Allowing Adoption from Cadet Branches

Japan's House of Councillors passed a revision to the Imperial Household Law on Friday, allowing adoption of male descendants from former ca

Akio Tanaka ·