Japan 07 (Oct 23 - Dec 26)

[behappyalways]

The release of crude oil reserves by the US and Japan, has not dispelled concerns, leading to a wave of bankruptcies among Japanese small and medium-sized enterprises.

美日接連釋出儲備原油未消疑慮 日中小企業倒閉潮【短篇】#TVBS文茜的財經周報 20260315

https://m.youtube.com/watch?v=vHAY3KU8UVk

[winston]

Japan's five-year bond yield hits fresh high as Mideast conflict fuels inflation fears
FINANCE

The five-year yield rose 3 basis points to 1.770 percent, while the benchmark 10-year JGB yield rose 3 bps to 2.300 percent.

The two-year yield, which is most sensitive to Bank of Japan policy rates and touched a nearly three-decade high on Thursday, advanced 1.5 bps to 1.35 percent.

Japan remains highly exposed to spikes in crude oil prices due to its heavy reliance on imported energy.

Source: The Standard

https://www.thestandard.com.hk/finance/article/327864/

[behappyalways]

The yen is depreciating, raw material prices are soaring... the number of bankruptcies among Japanese companies is skyrocketing, and this year may be even worse!?

Japan's March CPI is expected to reach 1.5%, and experts warn that prices may climb again by the end of the year.

日圓貶值.原物料飆漲...日企破產家數暴增.今年恐更慘!?日3月CPI上看1.5% 專家預警年底物價恐再攀｜非凡財經新聞｜20260419

https://m.youtube.com/watch?v=gojFOJyHZ4Q

[behappyalways]

The Liberal Democratic Party's 70th anniversary convention saw residents declare that the time for constitutional amendments had arrived.

自民黨創黨70年大會 高市喊修憲時機已到【短篇】#TVBS文茜的世界周報 20260510

https://m.youtube.com/watch?v=di-d--1fmzg

[winston]

Japan's Stealth Bull Market: How U.S. Investors Can Get Exposure

by Chris Markoch

Japan’s corporate governance reforms are driving stronger shareholder returns through buybacks, dividends, and improved capital efficiency.

ETFs like EWJ and DXJ provide investors with different ways to gain exposure to Japanese equities, including currency-hedged strategies.

Sony and Toyota offer contrasting opportunities, with Sony focused on diversified technology growth and Toyota representing a higher-risk turnaround play.

Source: Market Beat