Mitsuru Obe

Japanese companies often hold prime real estate as a legacy of decades of operations. As managers weigh whether to keep or diverset these assets and focus on core businesses, more are opting for asset‑light models. asia.nikkei.com/business/marke… via @NikkeiAsia

Producing and developing together is just as important as training and exercising together. The strength of our 🇺🇸🇯🇵 deterrence is dependent on our ability to innovate and manufacture systems at scale and at speed. The excellent tour of @MHI_Group’s interceptor missile production facilities provided a chance to talk Alliance capabilities with @ModJapan_jp Minister @shinjirokoiz.

Shareholder pressure is forcing Japan’s asset‑heavy companies to unload underused warehouses -- and private equity knows a bargain when it sees one. Buyers like Blackstone are snapping them up as fast as they hit the market. asia.nikkei.com/business/marke… via @NikkeiAsia

Japan’s defense buildup increasingly depends on partners willing to engage with Tokyo as true co‑developers. BAE, Rolls‑Royce and Leonardo already play that role. Saab is now making the case that it should be next. asia.nikkei.com/business/aeros… via @NikkeiAsia

Japan’s latest takeover battle pits Sweden’s EQT against Line‑Yahoo for control of .Kakaku.com, the operator of restaurant‑review site Tabelog. asia.nikkei.com/business/busin… via @NikkeiAsia

Olympus CEO Bob White marked his first year in office with a 20% jump in the share price — though the stock has only returned to where it stood when he took over. The harder work of making Olympus bigger & more profitable still lies ahead. asia.nikkei.com/business/compa… via @NikkeiAsia

It’s too early to call a regime change, but Kioxia’s surge may signal that Japan’s market leadership is starting to tilt away from legacy automakers and toward semiconductor names. asia.nikkei.com/business/marke… via @NikkeiAsia

Oasis’s bid for a supply‑chain probe at Kao was voted down, but it marks a new front for Japanese shareholder activism, which has mostly focused on operational or governance issues. asia.nikkei.com/business/marke… via @NikkeiAsia

Shareholder activism is heating up as AGM season nears in Japan. Elliott has laid out a sweeping cost‑cut plan for Daikin, while UK fund Palliser is urging SMC, the industrial‑automation heavyweight, to buy back shares. asia.nikkei.com/business/marke…

Japan’s post‑deflation ‘new normal’ is taking shape -- higher mortgage rates, still‑lofty property prices, wary buyers and rising inventories. asia.nikkei.com/business/marke… By Akane Okutsu and Yuka Konishi

Pandemonium at WH correspondents dinner. Waiters started running and the Secret Service rushed POTUS off stage. No clarity on what sparked the chaos

植田総裁の英語力・英語学習に関するインタビュー。 日銀ウォッチャーも英語学習者も必読の、素敵なインタビューです。

Elliott has taken a 3% stake in Japan's Daikin and is pushing the air‑conditioner giant to pursue a ¥1 trillion share buyback and review — and potentially sell — its chemical and filter operations. asia.nikkei.com/business/compa… via @NikkeiAsia

Japan's climate finance is poised to imrpove this year as the Middle East oil crisis sharpens the case for energy diversification. asia.nikkei.com/spotlight/envi… via @NikkeiAsia

Running a sushi restaurant chain has become tougher amid inflation, higher energy costs and market volatility. asia.nikkei.com/business/marke… via @NikkeiAsia

Japanese software leaders NRI, Fujitsu and NEC will test their relevance in the AI era with full-year earnings and new medium-term plans later this month. asia.nikkei.com/business/marke… via @NikleiAsia

Asian stocks fell and oil prices jumped after President Trump warned Iran he would "bring them back to the stone ages." asia.nikkei.com/business/marke… via @NikkeiAsia

France’s Tikehau Capital will launch private‑equity investing in Japan, joining global peers expanding in the buoyant market, including Advent International and TPG. asia.nikkei.com/business/finan… via Nikkei Asia

SMFG’s president said the bank will not pursue an acquisition or increase its investment in Jefferies beyond the 20% economic stake outlined in their Sept. 19 agreement. SMFG currently holds a 14.5% economic interest. nikkei.com/article/DGXZQO…