Anthony Rowley

Is Japan a good investment for asset managers at a time when so much uncertainty surrounds the yen and Tokyo stock prices, and their future direction?

While economies linked to hi-tech supply chains may perform well, unequal outcomes and economic instability still loom for much of the world

Successive Japanese governments have spent decades building financial infrastructure that other Asian countries can emulate

Japan’s GPIF and NISA are among the alternative sources of financing the Japanese government may tap to finance hefty spending on AI, semiconductors and defence as the Bank of Japan cuts back on purchases of government bonds.

Costs are mounting from the damage caused by extreme weather on roads, railways, bridges and other basic infrastructure

Governments trying to pick winners is a futile pursuit in a fragmented world that needs a coordinated global development strategy

The tech stock boom, financed in large part by the yen carry trade, is at risk of collapse if the currency strengthens

Much like their drowsiness on climate change, world leaders have been lulled to sleep by promises of AI's benefits to efficiency and profits

Risks of the artificial intelligence boom are rising rapidly as projected financial returns fall well short of massive investments in the

Dismissing economic planning out of hand is a mistake. The market does not always get it right