Once considered twin safe-haven currencies, the yen and Swiss franc have diverged dramatically. Explore the structural factors behind the yen's historic weakness: Japan's government debt, its expanding digital deficit and a shifting current account. Plus why the franc keeps rising even though Japan's policy rate is now 1.0% and Switzerland's is zero.
Japan's FSA has detailed the shift from up to 55% income tax to a flat 20% rate on crypto gains, plus a new tax-free "Kodomo NISA" investment account for children ages 0-17. We compare Japan's reforms with US capital gains rules, the EU's MiCA framework, and the UK's Junior ISA system.
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.
Japanese PM Sanae Takaichi reportedly pushed back against BOJ Governor Ueda's rate hike plans, sending the yen to 156 per dollar. The clash between political power and central bank independence echoes Trump versus the Fed and Erdogan versus Turkey's central bank. The BOJ went on to raise its policy rate to 1.0% in June 2026 and held there in July. Inside the US-Japan rate gap, carry trades, and how the story resolved.
Japan Fintech Week 2026 kicks off in Tokyo. From Japan's first deposit-backed stablecoin to SBI's $65M blockchain bond with XRP rewards, plus crypto regulation reform and digital yen developments. Here's what is reshaping Japan's financial future.
Japan's shadow banking sector is sending warning signals. With nonbank financial risks growing, real estate lending surpassing $730 billion, and credit risks shifting under BOJ rate hikes, we analyze the parallels with China's shadow banking crisis and US commercial real estate risks, plus how Japan's regulators are responding.
Japan is running its largest postwar industrial policy: over 10 trillion yen for semiconductors and AI through fiscal 2030, defense at 2% of GDP two years early, and 20 trillion yen in GX transition bonds. Rapidus at 2nm, TSMC Kumamoto's shift to 3nm, 14 niche global leaders, and where it stood in mid-2026.
Resales at Harumi Flag are stalling and Osaka tower mansion inventory has doubled in two years. Foreign ownership above 40%, zero-capital flipping via simultaneous registration, tighter bank screening, and 2026 data showing prices and contract rates moving apart.
Japan and the US have agreed on the first tranche of a massive $550 billion investment plan, including a $600 million lab-grown diamond factory in Georgia. With China controlling over 60% of global production, synthetic diamonds are being called "the next rare earth." But with a controversial profit-sharing deal, is this a smart bet or a high-risk, low-return gamble for Japan?
On February 9, 2026, Japan's Nikkei 225 hit an all-time high of 56,363 after the LDP's landslide election victory. But 291 stocks actually fell. From KDDI's subsidiary fraud scandal to Fujikura's ignored record earnings and the struggling auto sector, here's a deep dive into the stocks that missed the historic rally.
TSMC upgrades its Kumamoto Fab 2 from 7nm to cutting-edge 3nm production, targeting mass production by 2028 with $17 billion investment. CEO C.C. Wei personally briefed Japan's PM Takaichi on the plan. We analyze what this means for Japan's semiconductor revival, AI infrastructure, and global chip supply chain diversification.