Financing China’s Capital Requirements in the 2020s
By Ichiro Suzuki It has been long expected that China would shift the gear of its economic growth to be less export-dependent and be...
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東 亞 研 究 協 會
Association for East Asian Studies
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Dec 8, 20204 min read
Brain Drain
By Ichiro Suzuki The Nikkei, Japan’e business daily, reports that a steadily growing number of Japanese scholars (presumably scientists)...
Dec 1, 20206 min read
Sony’s Comeback
By Ichiro Suzuki Sony’s shares are rising lately. It is the highest since the height of the tech bubble in early 2000. The company has...
Nov 26, 20204 min read
Ant Group’s Botched IPO
By Ichiro Suzuki On November 3, only two days before what was set to be the biggest IPO in history, China suspended the $37 billion...
Nov 19, 20205 min read
Japan Airlines and the Job Market
By Ichiro Suzuki Japan Airlines (JAL) is in trouble. Of course it is. Which carrier on earth could possibly be not in trouble in this...
Nov 10, 20204 min read
The Housing Market and Regional Banks in Japan
By Ichiro Suzuki In the second decade of the 21st century, an unconventional monetary policy in the name of QE ruled the financial...
Nov 4, 20205 min read
Chinese Equity Markets’ Flaws
By Ichiro Suzuki The Financial Times reports that total market capitalization of Chinese equity markets, Shanghai and Shenzhen, has...
Oct 30, 20203 min read
Ant Group and Emerging Market IPOs
By Ichiro Suzuki Ant Group is on the cusp of a much anticipated and the biggest IPO in history. Raising an expected $35 billion (as of...
Oct 24, 20205 min read
NTT and Japan’s corporate governance
By Ichiro Suzuki Nippon Telephone & Telegram (NTT) has recently announced its intention to buy all the shares of NTT Mobile...
Oct 24, 20204 min read
Rescuing Nissan
By Ichiro Suzuki Before the coronavirus brought down the global economy, Nissan was already in a deep trouble. Ousting of CEO Carlos...
Oct 8, 20205 min read
Triffin’s Dilemma and the Dollar
By Ichiro Suzuki Capital is flowing out of China slowly in recent years or in part due to the new trend of de-globalization or stalling...
Oct 3, 20206 min read
The Asian Development Bank (ADB) and the Asian Infrastructure Investment Bank (AIIB)
By Ichiro Suzuki When Xi Jinping floated the idea of creating the Asian Infrastructure Development Bank (AIIB) to be based in Beijing,...
Sep 23, 20204 min read
Alibaba, Amazon and Total Addressable Market (TAM)
By Ichiro Suzuki Since its frenzied September 2014 debut in the NYSE, Alibaba has been doing very well, tripling its shares in just six...
Sep 16, 20203 min read
Looking Back on Abenomics
By Ichiro Suzuki In December, 2012 Shinzo Abe came back to the office of prime minister after five years, with a bold plan to revitalize...
Sep 1, 20205 min read
Shinzo Abe’s Legacy
By Ichiro Suzuki On August 28, Shinzo Abe, Japan’s prime minister since December 2012, has announced that he is stepping down for health...
Aug 28, 20205 min read
The 2020 Tech Boom and Asia
By Ichiro Suzuki This is called “the death of value investing”. Tech stocks keep rising leaving the rest of the market behind, leaving...
Aug 18, 20204 min read
Aftermath of U.S. Debt Downgrading
By Ichiro Suzuki On August 5, 2011, Standard & Poors downgraded its credit rating on U.S. Treasury securities to AA+ with a negative...
Aug 18, 20203 min read
India’s Import Substitution
By Ichiro Suzuki In an attempt to promote local manufacturing industries, the Indian government has recently announced restrictions on...
Aug 7, 20206 min read
The End of the East Asian Growth Model
By Ichiro Suzuki In the latter half of the 2010s, speculations grew on successor to China as the world’s workshop due to rising wages in...
Jul 31, 20204 min read
Tokyo as Asia’s financial hub
By Ichiro Suzuki On July 1, the People’s Republic of China has imposed a new national security law on Hong Kong, in order to bring the...
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