Macroeconomics

Okay, let's talk about this. It's actually a very interesting entry point for understanding the Japanese economy and corporate culture. Why Do Many Large Japanese Companies Hold Large Amounts of Cash...

Okay, let's talk about Toyota. This is indeed a topic of concern for many friends following the Japanese stock market. Talking Toyota: Is Its "Big Brother" Status in the Japanese Stock Market Secure?...

Okay, that's a really great question and a common point of confusion. On the surface, it seems like a country with fewer young people and more elderly would see declining consumption and innovation, s...

Why is Global Capital Flowing into Japan? It's great to discuss this topic with you. Think of the global capital market as a large pool where money (often called "hot money" or "smart money") constant...

Okay, let's talk about the Bank of Japan buying stocks. It's definitely an interesting topic, and I'll try to explain it in plain language. Yes, the BOJ is Indeed a Major Buyer in the Stock Market Ye...

Okay, let's talk about this. This is indeed a core concern for many people looking at the Japanese market right now. Simply put, it's like two sides of the same coin: in the short term, it's a stimula...

Okay, let's talk about this fascinating topic. The Japanese government's recent move is indeed an attempt to "lure" people's money out of banks and into the stock market.

Okay, no problem. Let's talk about this topic in plain language so it's easy to understand. What Exactly is Abenomics? How Much Did It Influence the Current Stock Market Rally? Hey there.

Hey, that's a great question because it really does seem contradictory. We've heard for almost a lifetime that "Japan's economy is failing," yet suddenly, its stock market benchmark, the Nikkei 225 in...

The Essence of Buffett's Investment: Five Companies or a Discounted, Self-Leveraged Global Macroeconomic Index Fund? Introduction Warren Buffett, a leading figure in value investing, has drawn signifi...

Can Buffett's Investment Serve as a Catalyst for More Thorough Shareholder-Friendly Reforms in Japanese Companies? Introduction Warren Buffett’s investment in Japan’s five major trading houses (Itochu...

Can the Sogo Shosha Model Be Successfully Replicated in Other Countries? Why Is It So Unique to Japan? Overview of the Sogo Shosha Model Japan’s Sogo Shosha model is a unique integrated trading and in...

Analysis of the Impact of Global Interest Rate Cutting Cycle on Buffett's Investment in the Big Five Trading Houses The Big Five Japanese trading houses invested in by Warren Buffett (Mitsubishi Corp.

Long-Term Stock Performance of These Companies: Japanese Economy vs. Global Macroeconomic Conditions Core Argument The five major Japanese trading houses (Mitsubishi Corporation, Mitsui & Co.

Analysis of the Impact of Japan's Resurgent Deflation on Berkshire Hathaway's Investment in the Big Five Trading Houses Japan's Big Five trading houses (Mitsubishi Corp., ITOCHU Corp., Mitsui & Co.

Business Operations of Buffett-Invested Japanese Trading Houses in China and the Impact of U.S.-China Tensions Overview of the Five Major Trading Houses Warren Buffett’s Berkshire Hathaway has investe...

Why Do Japanese Convenience Stores (Like Lawson, FamilyMart) Have These Trading Companies Behind Them? The close ties between Japan's convenience store industry (e.g.

Investing in Japanese Companies: Perspectives on the "Lost Three Decades" and Population Aging As the world's third-largest economy, Japan's stock market and corporations attract numerous investors, i...

Analysis of Warren Buffett's Investment in Japan's Five Major Trading Houses Investment Background Warren Buffett, through Berkshire Hathaway, invested in Japan's five major trading houses (Itochu, Mi...

Why Did Warren Buffett Suddenly Develop a Strong Interest in the Japanese Market? Background Warren Buffett, a leading figure in value investing, focused primarily on the U.S.