from Edward Hadas:

Nikkei joins demographic denial cult

July 29, 2015

Why did Nikkei buy the Financial Times? As my colleague Rob Cox points out, the best explanation is demographic. Thanks to minimal immigration and a small number of children, the population of the Japanese group’s home market is shrinking by about 30 percent each generation. Many companies that want to grow – as shareholders and managers generally expect big firms to do – have to look abroad for expansion.

from Breakingviews:

Rob Cox: FT is to Nikkei as Jim Beam is to Suntory

By Rob Cox
July 24, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Financial logic in $1.3 bln FT buy is paper thin

July 23, 2015

By Jennifer Saba

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from The Great Debate:

Japan’s pacifism fades, but most Japanese aren’t happy about it

July 20, 2015

Protesters burn an illustration of Japanese military flag featuring a portrait of Tojo, former general of the Imperial Japanese Army and WW2 Japanese PM, during a demonstration outside the Japanese Consulate in Hong Kong

Protesters burn an illustration of a Japanese military flag featuring a portrait of Hideki Tojo, Japan's prime minister during World War Two, during a demonstration outside the Japanese Consulate in Hong Kong, July 7, 2015. REUTERS/Bobby Yip

from Breakingviews:

SoftBank’s solar ambitions fly close to the Son

June 23, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from The Great Debate:

Why China is far from ready to meet the U.S. on a global battlefront

June 22, 2015

Two J-10 fighter jets fly past each other at China International Aviation & Aeropsace Exhibition in China's Zhuhai

Two J-10 fighter jets from the People's Liberation Army Air Force August 1st AerobaticsTeam during a demonstration at the China International Aviation & Aerospace Exhibition in Zhuhai, November 13, 2012. REUTERS/Bobby Yip

from Breakingviews:

How to tell if Japan’s shareholder love-in is real

June 15, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Tokio Marine learning lessons in value destruction

June 10, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Japan’s GDP lift is bounty from currency war

June 8, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

SoftBank’s $1 bln Korean deal needs to travel well

June 4, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.