Economic Policy

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News, Society & Economy

BOJ Board Appointments: Two Reflationists Named, Rate Hike Bets Fade as Nikkei Hits Record ¥58,583

Japan's government nominated two pro-easing "reflationist" academics to the BOJ policy board, reflecting PM Takaichi's dovish stance. The move sent rate hike expectations tumbling and the Nikkei to an all-time high of ¥58,583 (+2.20%). We analyze the yen impact, bond market reaction, and how this compares to the Fed and ECB's approach to central bank independence.

Business & Finance

Japanese Government Bonds Draw Global Money: Amundi Goes Bullish for First Time in 30 Years as Foreign Investor Buying Hits Record Levels

Europe's largest asset manager Amundi has shifted to overweight on Japanese government bonds for the first time in 30 years. Foreign investors bought a net ¥6.04 trillion ($40 billion) in JGBs in January 2026, the second-largest monthly figure on record. We analyze how BOJ rate hikes, political stability, and diversification from US assets are driving global money into Japan's bond market.

News, Society & Economy

Japan PM Takaichi Resists BOJ Rate Hikes: Central Bank Independence Under Political Pressure

Japanese PM Sanae Takaichi reportedly pushed back against BOJ Governor Ueda's rate hike plans, sending the yen tumbling to 156 per dollar. This clash between political power and central bank independence echoes Trump vs. the Fed and Erdogan vs. Turkey's central bank. We analyze the implications for global markets, the US-Japan interest rate gap, and carry trades.

News, Society & Economy

Stablecoin Revolution: Japan's MoneyX 2026 Conference Backed by Ministry Signals Digital Currency Push

Japan's Ministry of Economy backs MoneyX 2026, a next-gen finance conference focused on stablecoin adoption. With the world's first stablecoin regulatory framework, key players like JPYC, Progmat, and SBI are driving digital currency into real-world use. Includes comparison with the US GENIUS Act and EU's MiCA regulation.

News, Society & Economy

Japan's Shipbuilding Revival: Takaichi Government Pushes to Double Capacity with World-Leading Ammonia Engines and Marine Electronics

Japan, an island nation where 99.6% of trade moves by sea, is betting big on reviving its shipbuilding industry. PM Takaichi's government is investing $6.5 billion to double capacity by 2035. From Mitsui E&S's world-first ammonia-fueled engine to Furuno Electric's 43% global share in marine radar, and a historic frigate export to Australia, Japan is fighting back against Chinese and Korean dominance with cutting-edge technology.

News, Society & Economy

Japan's National Strategy Mega-Plan: ¥10T Semiconductors, 2% GDP Defense, ¥20T Green Transition — and 29 Niche Companies Dominating Global Markets

Japan is executing its largest postwar industrial policy shift, committing over ¥10 trillion to semiconductors, achieving its 2% GDP defense target two years early (¥11T), and issuing ¥20 trillion in green transition bonds. From Rapidus's audacious 2nm chip bet to 29 niche companies with dominant global market shares, we break down the full picture — including fierce domestic debate and international reactions. What industries does your country treat as "national strategy"?