Category Archives: Japan

America-first and the dollar-yen trade – FT

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to here:

Posted in Japan, Policy, Politics, Uncategorized | Tagged , , , | Leave a comment

Japan’s economy v company reform – FT

James Mackintosh on economic woes facing Japanese equities Abenomics has one bright point: Japanese corporate governance is improving fast. Unfortunately, says investment editor James Mackintosh, even the best-run company is not immune to the economic cycle. For more video content … Continue reading

Posted in Japan | Tagged , , | Leave a comment

Yen breakout – FT

The yen has broken out of its Y118-120 to the dollar rut and is expected possibly to fall to Y123. The FT’s Leo Lewis explains to Roger Blitz what has triggered this, its impact on the country’s stock market and … Continue reading

Posted in Japan | Tagged , | Leave a comment

60 seconds on the Japanese economy – FT

After growing in the first quarter, Japan’s gross domestic product fell sharply in the second quarter. In one minute, the FT’s Jonathan Soble explains why. For more video content from the Financial Times, visit (click here if video is not … Continue reading

Posted in Japan | Leave a comment

Fixing Japan Inc – Reuters Breaking Views

Oct. 8 – Fresh off a trip to Asia, Rob Cox talks with Richard Beales about three recent M&A deals that show signs of overdue change in corporate Japan. – ReutersTV (click here if video is not observable)

Posted in Japan | Tagged , | 1 Comment

Stratfor: Japan’s Geographic Challenge

Stratfor examines Japan’s primary geographic challenge of sustaining its large population with little arable land and few natural resources. For more analysis, visit: (click here if video is not observable)

Posted in Geopolitical, Japan | Tagged , , | Leave a comment

Weekend Lecture: Economics of Abenomics

The Peterson Institute held a high-level discussion of the economic policy initiatives of Japan’s new government, or Abenomics, on February 15, 2013. This timely event took place just ahead of Prime Minister Abe’s upcoming summit meeting with President Obama. The … Continue reading

Posted in Fiscal Policy, Japan, Monetary Policy | Tagged , , , , , | Leave a comment

Stratfor: A ‘Powder Keg’ in Asia Between China and Japan?

One of our Seven Swans A Simmering.  Keep it on your radar. Stratfor Vice President of East and South Asia Analysis Rodger Baker discusses the increasing strategic and economic tensions between China and Japan. For more analysis, visit: (click … Continue reading

Posted in China, Geopolitical, Japan | Tagged , , , | Leave a comment

Dollar-Yen Trades Above 90

The dollar/yen traded with a 90 handle today its highest level since June 2010.   Probably the most popular macro trade of 2013,  the move has been supercharged by the country’s deteriorating balance of trade and expectations the Bank of Japan … Continue reading

Posted in Currency, Japan | Tagged , , , | 1 Comment

Stratfor: Japan’s New Regional Diplomacy

Stratfor’s Vice President of East Asia Analysis Rodger Baker reviews Japan’s new regional diplomacy in the context of China’s military assertiveness. For more analysis, visit: (click here if video is not observable) 

Posted in China, Japan | Leave a comment