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July 02, 2026
 

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TSE

Japanese AI-related shares are likely to correct over the next two months, but the sector may rebound next year on the prospect of favorable U.S. policy measures, RBC BlueBay Asset Management says.
BUSINESS / Companies
Jun 29, 2026
BlueBay sees near-term risk in Japan AI stocks followed by rally
AI-related shares are likely to correct over the next two months but the sector may rebound next year on the prospect of favorable U.S. policy measures, says one portfolio manager.
Kioxia Holdings has grown into Japan’s most valuable company this year thanks to an AI-fueled boom for memory products.
BUSINESS / Companies
Jun 25, 2026
Kioxia plans new U.S. listing in spring and stock split at home
The supplier of NAND storage aims to take advantage of runaway demand for exposure to AI-related semiconductor stocks.
Japanese liquefied natural gas-related stocks stand to benefit from the Middle East supply risk.
BUSINESS / Markets
Jun 25, 2026
Japan’s LNG stocks seen to benefit from Middle East supply risk
The country’s firms are an indispensable part of every stage in the LNG supply chain, which includes plant contractors and turbine suppliers.
Some see Japanese equities as an attractive way to diversify away from U.S. stocks while still benefiting from the global artificial intelligence rally.
BUSINESS / Markets
Jun 24, 2026
AI boom sees investors shift from Japan’s value to growth stocks
Investors had classified Japan’s equities as low-growth value stocks, but the rising prominence of high-growth firms suggests a meaningful shift in the investment narrative.
Guidance by the economy ministry urging firms to focus more on mid- to long-term growth, with the aim of boosting capital spending and wages, is at odds with the Tokyo Stock Exchange’s push for better capital efficiency.
BUSINESS / Companies
Jun 19, 2026
Japan’s push for corporate growth over value sets off skepticism
Pressure from the government toward encouraging unnecessary investment may undermine progress and derail the market rally.
The Nikkei 225 stock average broke 71,000 for the first time on Thursday while the yen remained weak.
BUSINESS / Markets
Jun 18, 2026
Yen hits 23-month low and Nikkei 225 breaks 71,000 for first time
Japan’s currency is now well within the range considered by many investors to be the red line for intervention.
Tokyo stocks have been rallying in recent months on optimism about artificial intelligence and tech in general.
BUSINESS / Markets
Jun 16, 2026
Nikkei 225 breaks 70,000 on hopes for peace and after rate increase
The U.S. and Iran have reached a preliminary agreement that includes reopening the Strait of Hormuz.
Taxi-hailing app provider Go traded 21% above its IPO price on Tuesday after shareholders of the company raised ¥88.6 billion ($553 million) in the offering for a market value of ¥186 billion last week.
BUSINESS / Companies
Jun 16, 2026
Goldman-backed Go soars 21% after biggest Japan IPO this year
The successful debut of the taxi-hailing app provider offers a much-needed tailwind for Japan’s IPO market.
An electronic board shows the Nikkei stock average's surge above 69,000 on Monday morning in Tokyo.
BUSINESS / Markets
Jun 15, 2026
Nikkei average closes above 69,000 for the first time
Expectations that turmoil in the Middle East would subside following the announcement of a deal to end the U.S.-Iran conflict led to broad-based buying of Tokyo equities.
Shareholders in Goldman Sachs Group-backed firm Go sold shares at ¥2,400 apiece, according to a regulatory filing on Monday.
BUSINESS
Jun 8, 2026
Goldman-backed Go prices Japan’s biggest 2026 IPO at upper end
Shareholders in the Goldman Sachs Group-backed firm sold shares at ¥2,400 apiece, according to a regulatory filing on Monday.
The Nikkei 225 stock average topped 67,000 for the first time in Tokyo trading Monday.
BUSINESS / Markets
Jun 1, 2026
Nikkei ends at record high on Middle East optimism
The benchmark index of 225 selected issues listed on the Tokyo Stock Exchange’s Prime section ended the day up 604.83 points, or 0.91%, from Friday at 66,934.33.
Shares of SoftBank group climbed as much as 10% in Tokyo trading Monday, as AI-related shares climbed across the region.
BUSINESS / Companies
Jun 1, 2026
SoftBank overtakes Toyota as Japan’s most valuable company
Shares of the Masayoshi Son-led technology group climbed 14% in Tokyo trading, pushing its market capitalization past Toyota’s for the first time in more than two decades.
Seth Fischer, the founder of Oasis Management, says Japan’s plan to tighten the threshold for shareholder proposals will hurt retail investors more than it affects activist funds.
BUSINESS / Economy
May 28, 2026
Curb on shareholder rights will hurt retail investors not activists, says Oasis
The government and LDP suggest limiting shareholder proposals to those holding at least 1% of voting rights, up from the current threshold of 300.
At 9:06 a.m. on Wednesday, the 225-issue Nikkei stock average hit a high of 66,428.81, up 1,432.72 points from Tuesday.
BUSINESS / Markets
May 27, 2026
Nikkei ends almost flat after topping 66,000
The index of 225 selected issues listed on the Tokyo Stock Exchange’s Prime section hit a high of 66,428.81 on Wednesday morning.
Fujikura’s roller-coaster week reveals how quickly the tides can turn for artificial intelligence stock winners as investors realize hopes for explosive growth may have run far ahead of manufacturers’ ability to deliver.
BUSINESS / Companies
May 26, 2026
Japan cable maker rout exposes cracks in AI infrastructure rally
Fujikura almost halved in value in the week through May 20 as investors rushed to dump its stock following a disappointing earnings forecast and lackluster medium-term plan.
The Nikkei 225 stock average topped 65,000 for the first time on Monday.
BUSINESS / Markets
May 25, 2026
Nikkei 225 stock average tops 65,000 for first time
Japan’s benchmark index rose as expectations grew that a deal might be reached to end the military conflict between the United States and Iran.
Yields on longer-term Japanese government bonds have recently risen to multidecade highs as high energy prices due to the Middle East conflict stoke inflation fears.
BUSINESS / Companies
May 25, 2026
Japan bond yield surge widens regional bank stock divide
When lenders have holdings that are vulnerable to higher yields, they’re punished by investors for the unrealized losses.
Nintendo shares climbed as much as 6.8% in Tokyo Tuesday to mark a third straight day of gains — their longest winning streak since mid-March.
BUSINESS / Companies
May 19, 2026
Nintendo shares rebound as AI fatigue fuels Japan stock rotation
Nintendo shares climbed as much as 6.8% in Tokyo to mark a third straight day of gains — their longest winning streak since mid-March.
While Nissan held a shareholder meeting in 2025, protesters distributed leaflets.
BUSINESS / Markets
May 15, 2026
Japan could soon tighten rules for shareholder proposals
The threshold for forcing the acceptance of proposals is now just 30,000 shares.
James Buchanan, managing director, South Asia, Walton Global, says there has been “a huge demand for alternative real estate investments.”
BUSINESS / Markets
May 13, 2026
Walton offers Japanese investors a hedge with exposure to U.S. land assets
Its 360-square-kilometer property portfolio might provide stability regardless of what the public markets do.
More facilities in Japan placing sanitary bins in men’s restrooms
A sanitary bin with an awareness sticker placed in a men's restroom in the Nagasaki Municipal Government building
Inside Japan’s rigid adoption system, a British family finds a way
James Benstead, his wife, Jesse, and their three children. Their adopted son is in the rear stroller.
Life inside Japan’s largest prison for women
Western-style rooms spanning the size of four tatami mats with hardwood floors, a toilet and soft mattresses on bed frames are designated for foreign nationals and those with health conditions at Tochigi Prison.
India’s gig workers pay the price for exposure to New Delhi’s hazardous air
Rohit Kushwaha waits for a customer as he delivers his last parcel of the day, in New Delhi in January. His work as a delivery driver has helped pay the family’s bills, but has had a significant impact on his health.
Reform panel calls for easing data center building standards
Prime Minister Sanae Takaichi emphasized that the government will promote reforms of regulations and systems that fit the artificial intelligence era.
Japan’s fertility system offers few safe paths for same-sex couples
A Tokyo Pride parade participant holds a sign that says "we want to be a married couple, not a couple."
Life inside Japan’s largest prison for women
Western-style rooms spanning the size of four tatami mats with hardwood floors, a toilet and soft mattresses on bed frames are designated for foreign nationals and those with health conditions at Tochigi Prison.
Inside Japan’s rigid adoption system, a British family finds a way
James Benstead, his wife, Jesse, and their three children. Their adopted son is in the rear stroller.
A French ship with close ties to Japan combines arts and sciences on the high seas
Romain Troublé, the executive director of Tara Ocean Foundation, speaks to visitors aboard the Tara during a rare port call in Tokyo in April.
In Kyushu’s far south, Senti.U sparks a culinary destination
Chef Yasuhiko Uchida was born in Saga Prefecture but has made his home in Kanoya, Kagoshima Prefecture, since 2012.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo’s Shinjuku Ward.
Kabukicho: Tokyo’s ‘stadium of desire’

Longform

The Terasaka Rice Terraces are seen with Mount Buko in the background.
What Yokoze can teach Japan about rural revival
By Alex K.T. Martin

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