JAPANMACRO ARCHIVE
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Japan Strategy – Liberty Descending From The Heavens. this could be a big year for Japan’s girl power, and Japan could be on the verge of getting its first female Prime Minister. If that happens, it could work wonders for the gender gap where Japan is failing almost as fast as the politicians in the LDP. (30th May, 2024)
Ten Cheers and Fears for 2024 – May Review of Themes. The Top Risk to Portfolios is Tourism. A brief look back at the “Ten Cheers and Fears for 2024” from the start of the year, published on 10th January, to see where we are with them and what the likely outlook is. (17th May, 2024) Observations for April 2024. Some observations and thoughts on the Japanese market for April 2024 and into May. MoF pegging the Yen, Defence and Moonboots. (3rd May, 2024) Japan Equity Strategy – Golden Week 2024 will be no holiday. Thinking about the ‘risk off’ last week, war positioning in the markets to suggest weaker equities, stronger oil, dollar, gold and rising interest rates. I’m not entirely convinced. (21st April, 2024) NISA is Nicer. After what has been perceived by the press and the Japanese Government as decades of indifference, retail investors are starting to look at domestic stocks and the new NISA accounts are acting as a catalyst. (12th April, 2024) Observations for March 2024. Some observations and thoughts on the Japanese market for March 2024 and into April. A big month for the Bank of Japan, Retail Sales and translating chocolate mushroom shaped earbuds. Only in Japan. (1st April, 2024) Japan Strategy – Pegging the Yen. The yen remains weak after the policy tweak from the Bank of Japan, amid words of caution from the Ministry of Finance, I believe there is a likelihood that the downside in the yen could be pegged by the MoF. (29th March, 2024) Japan Strategy – NIRP to ZIRP finally? If the BoJ exits its Negative Interest Rate Policy (NIRP) this week, to zero (ZIRP) expect a snap reaction to a stronger yen with temporarily weaker stock prices, especially exporters. (18th March, 2024) Bedbugs and Broomsticks. Japan saw more bedbugs than ever in 2023, but not at the levels that impacted tourism in Seoul and Paris. As 2024 spring arrives, these insecticide resistant biting insects become a serious threat to tourism in Japan. (12th March, 2024) Observations for February 2024. Some observations and thoughts on the Japanese market for February 2024 and into March. A big month for Japan in Space with a sucessful launch of the new H3 rocket and a landing on the moon. (29th February, 2024) On RTHK Radio 3 Money Talk. A general discussion on the Japanese stock market with the Nikkei 225 clearing its 1989 high; why has it taken so long, could it continue, the next push from the BoJ and Japan's shrinking economy. With James Ross. (23rd February, 2024) Bank of Japan – Is it a risk or an opportunity to raise rates in April? Japan is unexpectedly in a recession, the German economy is now the 3rd largest globally. Take advantage of the cheap yen while you can.. (19th February, 2024) Bank of Japan – The Heat Is On. Central Bank to Raise Rates as Deputy Governor Shinichi Uchida gave one of the strongest indications that the BoJ will be changing its policy direction soon. Five not so obvious scenarios follow. (12th February, 2024) Together in Electric Dreams as they turn to nightmares - Electric Vehicle (EV) demand craters. Some thoughts on Electric Vehicles on the day that the 1 millionth EV is registered in England. And it is not a good scenario. (5th February, 2024) Observations for January 2024. Some observations and thoughts on the Japanese market for January 2024 and into February. And Tokyo now ranking No.8 on CNN/Time Out best cities...one notch lower than Liverpool. (2nd February, 2024) Fujitsu – Down The Toilet. Calling Public Relations. Accusations of a cover-up are now being aired. JAPANMACRO finds out the current CEO and President of Fujitsu Japan, and the COO/VP, were with Fujitsu UK when the crisis developed. (29th January, 2024) Japan Strategy, Tourism – Too Much of a Good Thing. A look at the involvement of Fujitsu in the UK Post Office Horizon software scandal and how little has been mentioned about it in Japan (11th January, 2024) Trouble on the Horizon - Fujitsu. A look at the involvement of Fujitsu in the UK Post Office Horizon software scandal and how little has been mentioned about it in Japan (11th January, 2024) Japan Strategy: Ten Cheers and Fears of 2024. An outlook for 2024 and what may be the most important themes to consider: FOREX, Tourism, Defence, Climate, Food and Water crisis, AI and Space. (10th January 2024) Observations for December 2023. What stood out during December 2023 and a brief look into the first few weeks of 2024. (7th January, 2024) Japan Strategy: Looking Back and Looking Forward. Taking a look at what drove the Japanese stock market in 2023 and why they are important for 2024. (4th January, 2024) Video: iREX 2023. A short video of the Japanese robotics on display at the International Robot Expo in Tokyo (21st December, 2023) Japan Strategy: You Can Only Push A Wet Noodle So Far. Prepare for a sustained period of yen strength. A strong yen now is not inherently bad for stock prices. (12th December, 2023) Observations for November 2023. A brief look at what happened in November in the Japanese markets, and a thought or two for December. (5th December, 2023) The Trend is Your Friend. ...till it ends, then it bends. Discussion on Hong Kong's RTHK 3 "Money Talk" with James Ross on the trend of the weakening yen and why it is important. (1st December, 2023) |
Coming up...
I'm an Alien - Could there soon be too many foreigners in Japan? It's a fantastic place to visit, not so easy (or cheap) to live. Issues that face foreigners working in Japan and some thoughts on the accelerating migration and who benefits. The Artimis Bug - the first in JAPANMACRO's Space Series "The Final Front Ear". Taking a look at Japan in space, and the potential for commercial business from trashing old satellites to space toothpaste. Will space grown lettuce be Fujitsu's next mistake? Domestic Drones - an update on where Japan is with drones and how Japan's Ministry of Defense is suddenly curious about autonomous warfare. When the going gets tough, the tough go shopping - but where? Japan's equivalents of Lidl and Aldi are cashing in. Explainer - why Japan's debt burden is not a concern for investors (this is a reader request). ...and other top topicals. |