Japan Tag

Spotlight Panasonic: From Lightbulb Sockets to Global Luminary

14 Aug, by Knowledge Leaders Team in Knowledge Leaders

Global electronics titan Panasonic is renowned for its innovative products that touch almost every facet of our daily lives. In a recent interview, Panasonic's CEO, Yuki Kusumi, described the firm’s mission. "Innovation is in our DNA. But it's not just about being the first; it's...

Spotlight Hitachi: Planting Seeds of Innovation, Harvesting Global Impact

07 Aug, by Knowledge Leaders Team in Knowledge Leaders

Hitachi, a multinational conglomerate based in Tokyo, Japan, is a beacon of technological innovation. Whether it's developing energy-efficient power systems to combat climate change, or creating advanced IT solutions to improve business efficiency, Hitachi's mission is to create a better, more sustainable world through technology....

Spotlight Fujitsu: From Tokyo to Tomorrow

31 Jul, by Knowledge Leaders Team in Knowledge Leaders

Fujitsu is a multinational IT equipment and services leader. Headquartered in Tokyo, Japan, this Knowledge Leader has been on the forefront of technological innovation for over eight decades. In a recent interview, CEO Takahito Tokita said, "Our goal is to create value through technology. We want...

Spotlight NTT: Dialing Up the Future

26 Jul, by Knowledge Leaders Team in Knowledge Leaders

Based in Tokyo, Japan, Nippon Telegraph and Telephone Corporation (NTT) is a global leader in information and communications technology (ICT) solutions. In a recent statement, CEO Jun Sawada emphasized NTT's commitment to continuous innovation and growth, noting the company is not only focused on expanding...

Spotlight NEC: Navigating the Electronic Century

19 Jul, by Knowledge Leaders Team in Knowledge Leaders

Headquartered in Tokyo, Japan, NEC Corporation is a global leader in IT and network technologies. This Knowledge Leader aims to provide solutions that can help societies overcome complex challenges. For example, NEC makes biometric identification systems, video analytics systems, and digital government solutions designed to...

BoJ Taking it Easy

21 Jun, by Steven Vannelli, CFA in Economy, Markets, News

Today the minutes of the April 27-28, 2023, Bank of Japan meeting were released. Below in italics are the top ten highlights generated by our AI engine. The Bank of Japan (BoJ) has been conducting purchases of various financial instruments and providing funds without setting...

More Misconceptions about Japanese Equities

20 Jun, by Knowledge Leaders Team in Economy, Markets

Continuing last week's discussion on the role of minority interest in Japanese equity returns, below we perform the same correlation test on universes of DM Americas and EMEA companies. To recap, we tested the following metrics, drawn from each company’s fiscal year-end reports and stated...

Misconceptions about Japanese Equities

09 Jun, by Knowledge Leaders Team in Markets

Investor activism in Japanese companies has been the subject of a fair amount of recent conjecture. Specifically, foreign investors have been concerned about the relative prevalence of minority interest, the ghosts of fading Keiretsus on Japanese companies’ financial statements. This, combined with significant insider shareholding...

Spotlight Lasertec: In Search of Flawless Semiconductors

16 Mar, by Knowledge Leaders Team in Knowledge Leaders

Based in Yokohama, Japan, Lasertec makes advanced inspection tools for semiconductor manufacturing. Using optical technology, its systems find defects too tiny to be seen by the human eye. In the semiconductor manufacturing process, defects may appear first on the photomask layer of a chip. If...

Developed Asia Responds to Bank Troubles

15 Mar, by Knowledge Leaders Team in Economy, Markets

The fallout from the Silicon Valley Bank collapse and the continued troubles of other lenders has not been contained to the Western Hemisphere. Market implied policy rates for developed markets in Asia responded quickly and forcefully to fears of banking contagion from the US and...

Japan’s Non-Inflation Scare

22 Feb, by Knowledge Leaders Team in Economy, Markets

The Japanese Government Bond 10-year breakeven inflation has run contra to recent worldwide trends as one of the few sovereign rates of its kind to decline year to date. Where the rest of the world has moved on from a “growth scare” to an “inflation...

Chinese Demand Buoys Outlook for its Neighbors

03 Feb, by Knowledge Leaders Team in Economy

With Caixin China PMI numbers today broadly confirming Monday’s official CCP data, the outlook for China and its neighbors remains bright. The general trends shown in the Caixin PMIs reflect those of Japan and South Korea. Manufacturing held steady or gained slightly across Asia in...

Japanese vs. South Korean Exporters in China’s Great Reopening

30 Jan, by Knowledge Leaders Team in Economy

South Korea and Japan are the top two source nations for Chinese imports respectively, and generally they export the same kinds of manufactured goods. With the expected explosion in demand from China’s reopening, both countries stand poised for a trade windfall. However, we could see...

Spotlight Bandai Namco: Where Video Game Characters are IP

16 Nov, by Knowledge Leaders Team in Knowledge Leaders

Bandai Namco is a video game entertainment company that aims to make “play” a natural part of life. As of this year, it is the world’s third largest video game company after Sony Interactive and Nintendo. The company’s history goes back to 1950 in Tokyo, Japan,...