Insights & News

The Massive Alpha Opportunity in Japan’s Once-in-a-Generation Upheaval

A Record Budget, a Surging Yield Curve, Inflation, and now… a War

February 18, 2026

善悪相即 (Zen’aku Sōsoku) in Japan’s Governance Revolution

January 23, 2026

Japan’s 2026 Governance Pivot and why 50,000 will be seen as just a first step

January 20, 2026

The New Year has started well for Japanese Equities – Now for the next catalyst

December 18, 2025

Older, Slower, Longer

December 12, 2025

Could the Yen Snap Back?

November 27, 2025

The “Wa” of Financial Regulation: How the TSE Says No Without Saying No

November 24, 2025

¥4,100 > ¥2,680—But Not for Everyone. A glimpse at the mind and heart of the Japanese market through the lens of the battle for Soft99.