News & Insights

In recent years in Japan, consumption behavior has changed “from owning to using", and this is thought to be due to two factors. Below, we discuss these two factors in depth

“Regional revitalization”, or the so-called Regional Abenomics, that began in FY 2015, is about to enter its second term. At the time of its introduction, a trial calculation of “cities at risk of disappearing” was conducted, creating a sensation. The result prompted a sharp rise in the awareness of population decline, the falling birth rate and aging population in rural areas.

Comprehensive Economic Measures to Create a Future of Security and Growth On December 5th, 2019, the Abe Cabinet announced the launch of a large-scale economic stimulus package (“Comprehensive Economic Measures to Create a Future of Security and Growth”). This month, we take a look at the economic measures in detail and consider what the impact may be for the Japanese economy and the financial markets.

1. Japanese Economy 2. Japanese Monetary Policy 3. Foreign Exchange Market 4. Japanese Equity Market 5. Stocks of the month

・The 5G experience is coming to Japan - 5G trial servicing to start ・New base stations to accelerate the spread of 5G ・Actions taken by telecoms companies ・5G related stocks in Japan

The Bank of Japan Monetary Policy Meeting (18th - 19th September 2019) The Bank of Japan will hold its Monetary Policy Meeting in the middle of this month. In this report, we will share our outlook for BOJ, impact on the financial markets, impact of the higher consumption tax, as well as risk scenario.

This report looks at the earnings forecast for FY2019 and FY2020 and the impact of US-China trade frictions on Japanese Companies

Four reasons why Japanese Equities should rally towards the year end

The Japanese government announced that it will support the promotion of cashless services ahead of Tokyo Olympics and Paralympics in 2020 as well as the Osaka Expo in 2025. In this report, we will discuss the development of a cashless society in Japan as well as related stock picks.