Active Tokyo Growth — Japan Stocks and Corporate Reform

Economy & Policy

Japan economic data, monetary policy, fiscal policy and regulation.

GPIF Asset Allocation: Japan’s 25-25-25-25 Mix

GPIF asset allocation explained: Japan’s pension fund targets 25% in each core asset class. See the March 2026 weights, limits and reporting rules.

Japan Core CPI: Fresh Food, Energy and What It Means

Japan core CPI explained: see what fresh-food and energy exclusions mean, how core-core differs, and how to read each official monthly release.

Yen Carry Trade Explained: Rates, FX and Unwind Risk

Yen carry trade explained: learn how funding costs, FX, hedging and leverage shape returns—and why an unwind is not a one-cause market story.

Japan Shunto Wage Negotiations: Reading 2026 Results

Japan shunto wage negotiations explained: compare 2026's 5.01% Rengo result with the 5.18% ministry survey and learn what each measure misses.

Japan Tankan September 2026: Business Confidence Guide

Japan Tankan September 2026 explained: compare business-confidence indexes by company size, outlooks and investment plans without over-reading one headline.

Japan Dividend Withholding Tax: Foreign Investor Guide

Japan dividend withholding tax for foreign investors: see the 20.42% statutory starting point, treaty limits and the pre-payment procedure.

Japan NISA 2026: Eligibility and Limits Explained

Japan NISA eligibility and 2026 limits explained: see the resident rule, one-account rule, two annual quotas and the ¥18 million lifetime ceiling.

MUFG Net Interest Income: How Higher Rates Help

MUFG net interest income rose to ¥882.3bn in Q1. See how Japan rates, loan balances, FX and deposit costs shape the figure — and what they do not prove.

Japan Core CPI vs Core-Core CPI: What Each Excludes

Japan core CPI vs core-core CPI explained: see what each excludes, read August 2026’s gap correctly, and separate data from BOJ policy signals.

SOFR vs Fed Funds Rate: 2026 Differences Explained

SOFR vs fed funds rate: see how secured repo financing, EFFR and the FOMC target range differ, with a practical contract-reading checklist for investors.

Japan 10-Year Government Bond Yield: 2.92% Explained

Japan 10-year government bond yield guide: see how the 2.92% September 10 benchmark is calculated, how it differs from the BOJ rate, and what to monitor.

U.S. Dollar Index (DXY): Six Currencies and Limits

U.S. Dollar Index (DXY) explained: its six fixed currency weights, the euro’s outsized role, and why DXY differs from a trade-weighted dollar measure.

S&P 500 Rebalancing: How It Actually Works

S&P 500 rebalancing explained: learn who can be added, why changes are not a fixed quarterly shuffle, and how the divisor keeps the index continuous.

Fed Balance Sheet 2026: Why Bill Purchases Aren’t QE

Fed balance sheet 2026 explained: why Treasury-bill purchases support ample reserves, how they differ from QE, and which official data to track.

Visa vs Mastercard: Cross-Border Metrics Explained

Visa vs Mastercard cross-border metrics explained: compare the June 2026 figures by currency basis, scope, revenue timing and transaction definitions.

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