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東 亞 研 究 協 會
Association for East Asian Studies
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Sep 28, 20210 min read
Sep 28, 20216 min read
China’s Japan, not Lehman, Moment
By Ichiro Suzuki This is what has been expected for a very long time. Too much debt in the overextended real estate sector would...
Sep 24, 20210 min read
Sep 23, 20215 min read
A Few thoughts on External Accounts and Growth Model
By Ichiro Suzuki In recent years, trade and current accounts have become poor indicators of a country’s economic success, as far as...
Sep 15, 20210 min read
Sep 15, 20215 min read
The World’s Largest Banks
By Ichiro Suzuki In the summer of 2007, a financial sector analyst from Shanghai proudly told me “Seven out of the ten largest banks on...
Sep 7, 20215 min read
Yoshihide Suga’s Early Exit
By Ichiro Suzuki On September 3, Yoshihide Suga, Prime Minister of Japan has announced that he is not running for the upcoming...
Aug 25, 20215 min read
A Tale of Two Draconian Interest Rate Hikes
By Ichiro Suzuki Yasushi Mieno was a career central banker who served as governor of the Bank of Japan, for five years beginning...
Aug 20, 20210 min read
Aug 20, 20214 min read
The Nixon Shock
By Ichiro Suzuki The weekend of August 13-15 has marked the 50th anniversary of President Richard Nixon’s announcement that sent...
Aug 10, 20215 min read
Tech Cultural Revolution
By Ichiro Suzuki China’s President Xi Jinping is clueless, as far as the financial markets’ workings are concerned. The tyrant thinks...
Aug 3, 20214 min read
A Trip to Hawaii
By Ichiro Suzuki According to the Nikkei, Japan’s business daily, the iPhone Pro Max (512 gigabytes) costs 45% of average monthly...
Jul 27, 20214 min read
Life of Bureaucrats at Kasumigaseki
By Ichiro Suzuki Working for the government has long been highly prestigious among able young men and women for decades. It has been...
Jul 20, 20214 min read
Tanshin-funin (assignment away from home)
By Ichiro Suzuki In early June, two months into Japan’s baseball season, Justin Smoak, first baseman for the Yomiuri Giants, had...
Jul 13, 20210 min read
Jul 13, 20214 min read
Japan’s Stakeholder Capitalism
By Ichiro Suzuki For Corporate Japan, the final week of June is a time for public corporations’ annual general shareholder meetings....
Jun 15, 20214 min read
Great Divergence
By Ichiro Suzuki Covid-19 is widening the gap between the two worlds of developed and developing, reversing a move toward convergence...
Jun 1, 20215 min read
The Rise of Chinese EVs II
By Ichiro Suzuki After a much hyped run since the outbreak of the pandemic in early 2000, the financial markets are restoring some...
May 19, 20210 min read
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