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[The Society Pulse] Japan’s Inflation Crossroads: What November’s CPI Tells Us About 2026
Based on Daiwa Research’s “2025年11月全国消費者物価”
Jan 12
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Beyond the Nikkei
[The Horizon Report] Beyond the Buffett Five: The Broader Case for Japan’s Trading Houses
How Berkshire’s “side bet” reveals a durable, inflation-resistant model—and where to find it across Japan’s entire trading ecosystem.
Jan 10
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Beyond the Nikkei
[The Bits & Pieces] The Quant Playbook
How Regimes, Sentiment, and Management "Tells" Are Being Systematized
Jan 6
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Beyond the Nikkei
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[The Horizon Report] Beyond the Buffett Five: The Broader Case for Japan’s Trading Houses
Jan 10
•
Beyond the Nikkei
[The Horizon Report] Japan's Great Unwind: From Demographic Doom to Adaptive Opportunity
Dec 30, 2025
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Beyond the Nikkei
[The Bits & Pieces] The Quant Playbook
Jan 6
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Beyond the Nikkei
[The Corporate Lens] Owning the Candidate: Japan's Tight Labor Market Meets Vertical SaaS
Dec 12, 2025
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Beyond the Nikkei
[The Corporate Lens] SoftBank’s All-In AI Gamble – Selling Nvidia to Bet the Farm on OpenAI
Jan 2
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Beyond the Nikkei
[The Horizon Report] The Phantom Profits: How a Web of Fake Sales Exposed Japan’s Startup Illusion
Dec 22, 2025
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Beyond the Nikkei
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[The Corporate Lens] SoftBank’s All-In AI Gamble – Selling Nvidia to Bet the Farm on OpenAI
Masayoshi Son’s High-Stakes Pivot in the AI Arms Race
Jan 2
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Beyond the Nikkei
[The Horizon Report] Japan's Great Unwind: From Demographic Doom to Adaptive Opportunity
As the post-war generation enters late old age and births plummet, a structural crisis is locking in
Dec 30, 2025
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Beyond the Nikkei
[The Corporate Lens] The Temple Arbitrage
How A-Tie Capitalizes on Japan's Demographic Crisis
Dec 29, 2025
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Beyond the Nikkei
[The Corporate Lens] The Solo Economy’s Central Bank
How BASE, Inc. (4477) is Building a Fintech Fortress Around Japan’s 2.5 Million Micro-Merchants
Dec 27, 2025
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Beyond the Nikkei
[The Society Pulse] The Pragmatic Shopper: How Inflation, Fear, and NISA Are Redefining Japan’s Domestic Economy
Three Themes for the New Era of Inward-Looking, Self-Reliant Consumer
Dec 24, 2025
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Beyond the Nikkei
[The Horizon Report] The Phantom Profits: How a Web of Fake Sales Exposed Japan’s Startup Illusion
A Forensic Guide to Spotting Fraud Before the Crash
Dec 22, 2025
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Beyond the Nikkei
[The Corporate Lens] Japan’s Digital Twin Monopoly
How Dynamic Map Platform (336A) is Becoming the Critical Infrastructure for Autonomous Driving
Dec 18, 2025
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Beyond the Nikkei
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Beyond the Nikkei
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