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Financial Times (March 2)

2024/ 03/ 04 by jd in Global News

“Surging property prices in recent years has been a common theme for many major cities around the world.” In Tokyo, the difference is “that a longer-lasting trend is driving prices this time. The number of wealthy households in Japan has reached a record 1.5mn as the total amount of financial assets has also risen every year since 2013.” In addition, “demand from wealthy Chinese buyers” is boosting demand.

 

Bloomberg (January 19)

2024/ 01/ 20 by jd in Global News

“Chinese stocks just capped another dismal week…. Grim milestones have kept piling up in recent days: Tokyo has overtaken Shanghai as Asia’s biggest equity market, while India’s valuation premium over China has hit a record. Locally, a meltdown in Chinese shares is wreaking havoc on the nation’s asset management industry, pushing mutual fund closures to a five-year high.”

 

Forbes (October 15)

2023/ 10/ 16 by jd in Global News

“Amid chatter about the ‘Japanification’ of China’s economy, it’s wise to keep an eye on how Beijing’s troubles might scuttle Tokyo’s recovery, too…. Japan is uniquely vulnerable to China’s downshift amid myriad global headwinds and other dynamics—including controversies over patents.”

 

Washington Post (October 1)

2023/ 10/ 02 by jd in Global News

“Offices in many of the world’s major cities are struggling to find workers to occupy them.” In contrast, during 2023 “Tokyo will add some 1.26 million square meters… of new office space, with little trouble occupying it…. Foreign investors, some of whom are dumping properties overseas, are snapping up buildings.” While Tokyo’s post-COVID recovery “has been more circuitous…it may be more complete than global peers.”

 

New Yorker (August 28)

2023/ 08/ 28 by jd in Global News

“Japan is the first nation to experience a demographic tipping point where more than twenty per cent of the population is over sixty-five years old.” This magnifies the effects of climate change. Hot summer weather in Tokyo now lasts “some fifty days longer in recent years as compared with the twentieth century.” The additional “heat has proven a silent killer of these older citizens. Thirteen hundred people die of heatstroke annually in the country, the majority of them elderly.”

 

Financial Times (May 16)

2023/ 05/ 16 by jd in Global News

“Japan’s Topix rose to its highest level in almost 33 years on Tuesday, boosted by a rally led by foreign investors. Buyers have been drawn to Tokyo stocks by potential improvements to corporate governance, a return to wage inflation and the perceived stability of the market compared with geopolitics-riven Chinese stocks.”

 

Wall Street Journal (August 26)

2022/ 08/ 28 by jd in Global News

“Energy common sense is in short supply these days, so all the more reason to cheer Japan for rethinking its flight from nuclear power.” Germany is currently debating whether to keep “its three remaining reactors online. Maybe Japan’s decision will prove compelling. “This should be an easy call as natural gas shortages loom this winter. Advanced economies need reliable base load power, and at least Tokyo understands this.”

 

Wall Street Journal (August 5)

2022/ 08/ 07 by jd in Global News

“China’s firing of missiles near Japan has left little doubt that Tokyo would be pulled into any potential war over Taiwan—and would be part of the U.S.-led alliance likely to defend the island.”

 

Bloomberg (July 20)

2022/ 07/ 22 by jd in Global News

There seems to be a split “forming between a growing number of bearish yen watchers in Tokyo and their more positive foreign counterparts.” With the yen at a 24-year nadir, “strategists are debating whether one of the year’s hottest macro trades—sell the yen—is overdone.” In Japan, many think “there’s still plenty of time to pile on shorts,” but overseas “analysts from Sydney to Geneva… say time is nearly up on the trade as the yen slips further toward the key psychological level of 140 per dollar.”

 

Financial Times (June 29)

2022/ 07/ 01 by jd in Global News

Hong Kong elite are visiting Japan on posh tours to invest in Tokyo. Property brokers say the tours demonstrate “the appeal of the weak yen” and “the way in which the Tokyo market seemed immune from the recessionary worries swirling around other capitals.”

 

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