
Yen movements and long-term rates: The calm before the storm?
Japan Market Insights - March 2026

Nikkei average plunges on surging oil prices and weak US employment data
Japan Market Insights - March 2026

Takaichi rolls the dice and wins big
Market Insights - February 2026

Guess who’s back? Putting the yen’s recent surge in context
Japan Market Insights - February 2026

Webinar - Back in the mix in ‘26
20/01/2026 16:30 Webex Live Webinar
Opportunities and risks for Takaichi’s Japan - Register now

Outlook - Back in the mix in ‘26
12/01/2026 12:00
Opportunities and risks for Takaichi’s Japan - Download now

A look back at long-term yields in 2025: What happened, and what to expect for 2026?
Japan Market Insights - January 2026

Is Japan’s ‘triple depreciation’ an opportunity for investors?
Japan Market Insights - December 2025

Great expectations: What to make of the ‘Takaichi trade’ so far?
Japan Market Insights - November 2025

What happens when equities valued for a deflationary environment meet rising rates?
Chart of the month - October 2025

Japan Weeks - Investment Seminar 2025
Event Insights - October 2025


A new TOPIX: the underappreciated puzzle piece in Japan’s equity market reform efforts
Japan's primary stock index, the TOPIX, is undergoing a major transformation. A multi-year restructuring programme is set to almost halve the number of its constituent companies by 2028, creating a more concentrated and globally competitive benchmark.

Sifting for the signal amongst too much noise
Chart of the month - September 2025

With Ishiba’s resignation confirmed, what happens next?
Japan Market Insights - September 2025

After Ishiba: Japanese Politics at the Crossroads
Japan Market Insights - September 2025
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