The Bank of Japan overhauled its output gap and potential growth rate estimation on March 26, 2026, while launching labor market indicators and new Core CPI data. Learn how these changes lay the groundwork for further rate hikes.
Sony Honda Mobility has cancelled its AFEELA EV just months before its planned launch. With Honda posting a record $4.6 billion loss and abandoning its 2040 zero-engine goal, we analyze what went wrong—from Trump's EV policy rollback to BYD's rise—and what it means for Japan's auto industry.
Hong Kong hedge fund Oasis Management has raised its KADOKAWA stake to 10%, matching Sony as a top shareholder. With Oasis also targeting Nidec over accounting fraud and ValueAct boosting its MoneyForward stake to 14.39%, activist investing in Japan is surging. We analyze the forces driving this wave and what it means for investors.
Japan's SMFG is reportedly preparing for a potential takeover of US investment bank Jefferies. We analyze why Japanese megabanks are accelerating overseas M&A, compare strategies with MUFG and Nomura, and examine the risks and rewards of Japan's push into Wall Street.
Japan's LDP launches the 'Next-Generation AI & On-Chain Finance Vision PT' to reshape the country's financial system using blockchain and AI. From stablecoin pilots by mega-banks to international comparisons with the US SEC, EU MiCA, and Asian finance hubs.
AT Tokyo and elleThermo successfully demonstrated waste heat power generation using Semiconductor-Sensitized Thermal Cells (STC) in a live data center. This Science Tokyo-born technology generates electricity directly from low-grade heat at just 30-40°C — no temperature differential required. A look at how this could reshape data center energy efficiency amid soaring AI power demands.
Toyota Group's ¥5.9 trillion ($39B) tender offer for Toyota Industries — the founding company of the Toyota empire — has been completed, making it Japan's largest-ever domestic acquisition. We explore the Elliott Investment standoff, two price hikes, and what this means for Japanese corporate governance reform.
Japan's top drone company Terra Drone has announced its full-scale entry into the defense equipment market, establishing U.S. subsidiary 'Terra Defense.' The move comes amid Japan's record defense spending, the SHIELD coastal defense initiative, and growing global demand for military drones post-Ukraine.
The global bonsai market is projected to reach roughly $13 billion by 2030, growing about 10% a year. Explore why wabi-sabi aesthetics are captivating the world, bonsai philosophy, and must-visit spots like Omiya Bonsai Village.
Bloomberg reports Nintendo is cutting Switch 2 production from 6M to 4M units this quarter after weak US holiday sales. We analyze the gap between booming Japanese software sales and slowing American demand, plus the semiconductor and tariff headwinds reshaping gaming's supply chain.
Shinko Electric Industries is entering the photonic-electronic convergence manufacturing market as an OSAT, targeting CPO projects that TSMC won't take. With expertise in advanced packaging and optical alignment, this Japanese company aims to become the go-to manufacturer for Co-Packaged Optics — the technology set to slash AI data center power consumption by half. We break down the CPO race, NTT's IOWN initiative, and why NVIDIA, Intel, and AMD are all betting on light.