Category Archives: Japan

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)

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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: http://www.Stratfor.com (click here if video is not observable)

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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

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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: http://www.Stratfor.com (click … Continue reading

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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

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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: http://www.Stratfor.com (click here if video is not observable) 

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Kospi and Nikkei diverge in the Bretton Woods

Take a look at the divergence between Korea’s Kospi and Japan’s Nikkei over the past month.   Clearly the result of Shinzo Abe’s policy to weaken the yen. Recall how the last big dollar/yen reversal in 1995 helped set the stage … Continue reading

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Stratfor: Political Change in Asia

Good background on the changes coming as the result of Japan and South Korea’s elections.   Good stuff. Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses this week’s elections in Japan and South Korea and the effects on the … Continue reading

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Bank of Japan Eases

Bank of Japan announced this morning it would increase its Asset Purchase Program by 10 trillion yen, from 91 trillion to 101 trillion yen. They split evenly, buying 5 trillion in T-Bills and 5 trillion in JGBs.  The Bank released … Continue reading

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Stratfor: Japan and Korea Elections

Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses the elections in Japan and South Korea and how the countries’ national interests could complicate U.S. efforts to shape its security policy in Northeast Asia. For more analysis, visit: http://www.Stratfor.comContinue reading

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