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ft.com

Why Japan’s fiscal paradox matters

The country is the darling of investors, but that could change

venerdì 16 gennaio 2026 New tab

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Japan needs to end its dangerous debt delusion

The country has to face up to the hard truth that it has maxed out on its fiscal flexibility

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Global investors need to go on Japan watch right now

Rises in government bond yields and weakness in the yen could have spillover effects on other markets

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The bullish signs from Japan’s bear panic

Even as it faces national dotage, the country remains a formidable industrial power

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ft.com

Is Japan private equity’s next frontier?

The country is courting firms to help shake up moribund corporates and spur industry consolidation

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Cracks widen in Japan and US’s interpretation of tariff trade deal

Tokyo officials contest Washington’s claim that American investors assured of vast share of profits from joint investment

ft.com·11 mesi fa
ft.com

Japan’s activists grapple with a new problem — success

Funds eye bigger and more aggressive tactics after swelling sizes make it harder to deploy capital

ft.com·5 mesi fa