Insights & News

Bessent in Tokyo could prove pivotal for JPY – and maybe more

So, JPY broke the 160 “red line” – as expected. And the Govt intervened to hold it – as expected. Now, history suggests they face a big dilemma.

The BOJ tries going full Hawk – But will it hold JPY at 160?

Don’t Underestimate the Power of the Nudge - Japan’s Revised Corp Governance Code will be a more powerful change catalyst than many think

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