Topic · 02 of 08

Society

335 Articles in this topic
Society

Yen Stablecoin Revolution: JPYC Launch and Megabank Entry Accelerate Japan's Digital Currency Push

Japan launched its first yen-pegged stablecoin, JPYC, in October 2025, and cumulative issuance passed 3 billion yen within seven months. Three megabanks are now working toward a jointly issued trust-type coin. A look at Japan's regulatory framework, how it compares with the US GENIUS Act and EU MiCA, and where the crypto tax and FIEA reforms stand.

Society

BOJ Rate Hike Signals: Hawkish Board Member Takada Calls for "Gear Shift" as Inflation Risks Mount

BOJ's most hawkish board member Hajime Takada urged further rate hikes in a Kyoto speech, using a "gear shift" metaphor to describe Japan's monetary policy normalization. With the 2% inflation target nearly achieved and wage growth accelerating for a fourth year, we analyze what this means for global markets, the yen carry trade, and how Japan's path diverges from the Fed and ECB.

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Yen Credibility Crisis: Why Japan's Currency Lost Its Safe-Haven Status While the Swiss Franc Thrived

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.

Society

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.

Life & Lifestyle

Kyoto Bus Dual Pricing: Residents Pay $1.30, Tourists Up to $2.60 in Japan's First Two-Tier Fare System

Kyoto announces Japan's first dual pricing system for city buses: residents will pay ¥200 ($1.30) while tourists face fares up to ¥400 ($2.60). With 56 million annual visitors overwhelming a city of 1.43 million, this bold overtourism measure follows global models from Venice to Bali. How do locals and the world react?

Society

China's Dual-Use Export Ban: 40 Japanese Defense Firms Including Mitsubishi and JAXA Now Targeted

China's Commerce Ministry banned dual-use exports to 20 Japanese defense entities including Mitsubishi Shipbuilding, Kawasaki Heavy's aerospace arm, IHI Aerospace and JAXA, while adding 20 more firms such as Subaru and TDK to a watch list. Seen as a response to PM Takaichi's Taiwan remarks, the move puts rare earth and semiconductor material supply chains at risk. The list was expanded again in June 2026.

Society

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 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.

Society

Japan's Growth Switch: PM Takaichi Bets on 17 Strategic Fields, From AI Chips to Fusion Energy

A field-by-field breakdown of the 17 strategic sectors PM Takaichi named in her February 20, 2026 policy speech: AI and semiconductors, fusion, content, defense and the rest, with current standing, plans and key players, plus the public-private investment roadmap released in June 2026 that runs to over 370 trillion yen through fiscal 2040.