Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able live up to its potential and redefine its role on the glo ... Show More
Yesterday
263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing ol ... Show More
18m 41s
Apr 2022
The Bank of Japan Is Playing a Dangerous Game
Prices for assets of all kinds were up Wednesday, including stocks, commodities, and cryptocurrencies. The U.S. dollar continued to strengthen, and global bond yields marched higher. That’s despite the emergence of still more signs of underlying weakness, including Robinhood layi ... Show More
39m 12s
Apr 2023
Warren Buffet Doubles Down on Japan
In today's Market Depth, Weston Nakamura discusses the Bank of Korea holding rates unchanged (again), a surprise decline in China CPI, as well as falling CPI - and what it may mean for PBOC policy going forward, and the Bank of Japan's first press conference under new leadership ... Show More
18m 9s
May 2023
Japan, the G7 and multilateralism with Fukushima Akiko
<p>In the fifth episode of Japan Memo season 3, Robert Ward hosts Dr Fukushima Akiko, senior fellow at the Tokyo Foundation for Policy Research and non-resident fellow at the Lowy Institute.</p><br><p>Robert and Dr Fukushima delve into the history of Japan’s engagement with multi ... Show More
33m 4s
