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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 19 of 19
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 19 of 19
**Executive Summary: Japan's Structural Inflection Point** Forget the false dawns of the past. Goldman Sachs declares that Japan is undergoing a genuine, durable structural awakening. Driven by an alignment of geopolitics, monetary normalization, and aggressive corporate reform, the world’s fourth-largest economy has entered a powerful new growth cycle. **1. The Macro & Geopolitical Redesign** Tokyo is quietly…
**KKR Japan — Thoughts from the Road** *Henry McVey (Head, Global Macro & Asset Allocation) & Team* *Field report following meetings with CEOs, policymakers, and investors in Tokyo* **Bottom line**
Executive Summary: Japan's Structural Inflection Point
Forget the false dawns of the past. Goldman Sachs declares that Japan is undergoing a genuine, durable structural awakening. Driven by an alignment of geopolitics, monetary normalization, and aggressive corporate reform, the world’s fourth-largest economy has entered a powerful new growth cycle.
1. The Macro & Geopolitical Redesign Tokyo is quietly…
KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team
Field report following meetings with CEOs, policymakers, and investors in Tokyo
Bottom line
Abstract:
Real estate has long been central to China’s growth model, yet since 2018 its contribution has declined sharply, turning the sector from a key engine of expansion into a major drag on economic activity. While policy tightening triggered the downturn, it reflects deeper structural imbalances in a sector that, together with its upstream and downstream linkages and infrastructure, accounts for nearly…
Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. The bottom line is that there is enormous potential for consumers to put more money into yield products.
Introduction & The Takai Administration
The episode, hosted by Sha Kazawa (Japan Equity Strategist at Morgan Stanley MFG Securities), focuses on how Japan's newly formed government is driving a structural pivot in the nation's economy and stock market.
When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on Oct. 12, 1986. Yes, 1986 - not the 2020s. Such uncanny resemblance today:-
Article:-
*THIS is another story of the loss of a manufacturing industry to Japan, of protectionism that backfired, and…
Source: Goldman Sachs Exchanges | Host: Allison Nathan Guest: Bruce Kirk (Chief Japan Equity Strategist, GS Research)
"The Japanese equity market is in the early stages of a long-running transformation, shifting from an era of expectation to one of actual progress." - Bruce Kirk (On the fundamental shift in market drivers) [00:01:20](https://www.youtube.com/watch?v=cVwMuj5jc2k&t=80s)
…
"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."
"Most people's expectation of Japan or business mindset of Japan is 30 years of stagnation. And that is so dynamic here today." - Mark Rowan (Discussing the stark contrast between global perception and Japan's current economic reality) [00:03:21](https://youtu.be/ydcgs6qNqs4?t=201s)
**"With the deflationary environment cash has been the king, but with the inflation at the close to 3%, cash is not the…
Japan's stock market crashed in 1989, recovered in 2024 - A 35 year recovery.
Japan’s population growth has slowed and moved into sustained decline, as births continue to fall and the demographic gap widens.
New AI Stars : Nittobo, founded in 1923, was originally a spinner of cotton and silk + Ajinomoto, the Japanese food company best known for commercializing monosodium glutamate...Yes, a textile and food company.
WSJ TOKYO—Imagine a sheet made of microscopic glass fibers, woven by a former silk maker and thinner than a human hair. A shortage of this material—essential in artificial-intelligence…
"Banks are special. They have a unique power that no other player in the economy has, and that is the power to create money... The money that you're given as the borrower didn't previously exist." — Richard Werner (Explaining the Credit Creation Theory) [00:18:06]
"If banks create credit for productive business investment... that's when you get very high economic…
"[Japanese management] practically lost the right to lay off the people or fire people... Japanese company looks like a social welfare organization... all the member of the company we call the family member feel this is organization in which everybody share same Faith." - Akio Morita (Context: Post-war labor law shifts) [00:02:04]
"I have a responsibility…
The Rise and Fall of the Empire of Japan (1868–1945) | Source (Google Gemini)
From a secluded feudal society to a global superpower, the Empire of Japan’s rapid transformation reshaped the 20th century. Here is the breakdown of its meteoric rise and ultimate collapse:
The Empire officially began in 1868, ending centuries of Shogunate rule. Japan modernized at a…
"Is Takaichi’s victory a sign that Japan is rising again? Is Japan about to attempt another reinvention — or is this simply the last confident gesture of a country learning to manage decline?"
"[If] Takaichi is successful, it will be more appropriate to invoke the era of the Meiji Restoration, a period of explosive growth and strength marked not by a new leader but by a new state." - Jacob Shapiro…
#Japan #Geopolitics
🔗John Hardy's Between a Greenland rock and a JGB hard place.
"Below is what a devaluation of a country’s currency and its public debt (the same thing, often) look like. Consider your return as a US-based investor in that JGB over the last several years - falling from 95 to 38 and the currency falling by a third as well. After this latest…
