Japan

Japan’s core inflation slows to 2-year low, complicates BOJ rate-hike timing

A separate index seen as a better indicator of underlying inflation also falls, but remains well above central bank’s 2% target

Japan's PM Sanae Takaichi has also pledged to strengthen its supply chains to reduce dependence on “specific countries”.

Japan PM Takaichi warns of China ‘coercion’, vows security overhaul

The government will produce a new defence strategy and accelerate a review of its military export rules, she says

Japan's PM Sanae Takaichi (above) has the authority to pick a successor to Asahi Noguchi – regarded as the board’s last remaining reflationist, whose term ends in March – and Junko Nakagawa, who comes from the financial industry and will retire in June.

Japan government to submit BOJ nominees next week, list includes reflationists

The choices may affect the central bank’s discussions on the pace and timing of future rate hikes by shifting the composition of the nine-member board

The S&P Global flash Japan Manufacturing Purchasing Managers’ Index (PMI) rose to 52.8 in February from 51.5 last month, marking the strongest growth since May 2022.

Japan’s factory activity expands at fastest pace in four years: PMI 

Strong overseas demand helped drive the fastest pace of growth in new export orders in eight years

Japanese PM Sanae Takaichi has repeatedly stressed the need to keep the country's fiscal house in order and gain market trust over its finances.

Japan PM faces challenges selling ‘proactive’ fiscal policy to bond vigilantes

It involves ramping up investment and a two-year food-tax suspension for a country with public debt twice the size of its economy

The entry of major foreign firms could bolster efforts by Japanese policymakers to remake Tokyo as an Asian financial hub to rival Singapore and Hong Kong.

BBVA plans to start Japan brokerage in first for Spanish bank

The Bilbao-based lender has operated a commercial banking business in the country since 2005

US Commerce Secretary Howard Lutnick says:  “The proceeds are structured so Japan earns its return, and America gains strategic assets... and strengthened energy dominance."

Japan to invest US$36 billion in US projects under US$550 billion Trump deal

This is the first tranche of Tokyo’s US$550 billion commitment; the most significant investment is a natural gas facility in Ohio

Short-term yields of JGBs have shot up in response to a tightening cycle by the Bank of Japan, while longer-term yields have hit successive record highs.

Japan’s US$550 billion investment in US seen widening gains on hedged JGBs

Yields on hedged Japanese government bonds may increase on rising costs for US dollar funding

Chinese tourists have been the backbone of Japan’s post-Covid-19 recovery, accounting for about a fifth of 9.6 trillion yen in tourism revenue in 2025.

Chinese visitors to Japan drop again as tensions keep simmering

The impact has rippled through the country’s retail sector

For Aeon, Kusuri no Aoki represents a potential valuable addition to its strategy of consolidating Japan’s fragmented retail market.

A family fights to keep control of 157-year-old firm in Japan

Nearly half of Japan’s listed companies are tied to a founding family, many of which no longer have enough equity to guarantee control