Mitsuru Obe

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…

How low can the yen go against the dollar? What does its weakness mean for the Bank of Japan? And is Japan nearing FX intervention? We've answered your questions. asia.nikkei.com/spotlight/expl… via @NikkeiAsia

Reposted by ex-BOJ's Goushi Kataoka. Very engaging, highly watcheable. youtu.be/WItg-XLywNM?si…

Zelenskiy told Reuters about the U.S.: “Their focus is on Iran. Ukraine is not their first priority.” He said he was told: “Our army is in Iran. That’s why our focus is on the Middle East.”

Japan has made real progress in outbound M&A. Apollo–NSG is a reminder of the hurdles, but the Berkshire–Tokio Marine deal shows how far corporate Japan has come. asia.nikkei.com/business/busin… via @NikkeiAsia

Berkshire's $1.8bn stake in Tokio Marine may be small next to the $15bn it spent on Japan's trading houses, but the move signals more than value investing -- it’s a push into global deal‑making. asia.nikkei.com/business/busin… via @NikkeiAsia

What should the BOJ do amid rising inflation and slowing growth? One option: sound hawkish to support the yen while delaying rate hikes to avoid hurting the economy!

Seniority‑based raises simply make the wage curve slope upward; they don’t determine whether workers earn more overall. Japan should focus on base‑pay increases — which, at 3.8% for the 16% of unionized workers, remain modest against 3% inflation. asia.nikkei.com/economy/inflat…

Investors had been wondering what Berkshire’s next move in Japan would be after its stakes in the five trading houses hit the 10% threshold. Now we have an answer: a new position in insurer Tokio Marine. asia.nikkei.com/business/busin… via @NikkeiAsia

Japan–Middle East ties may be at an inflection point after the Iran crisis. Long defined by fossil fuels, the relationship will stay vital, but the region’s role for Tokyo may broaden into logistics, deep tech and alternative energy as Japan diversifies. asia.nikkei.com/business/techn…

Welcoming the Prime Minister of Japan to the White House. 🇺🇸🇯🇵 Two nations. One powerful alliance.

A small drama on the currency market today as the yen nearly brushed the intervention‑sensitive 160 vs dollar before staging a comeback, after the Bank of Japan chief signaled further policy normalization remains on the table even amid the Iran crisis. asia.nikkei.com/business/marke…

Japan’s wage round this year may resemble the past two years on the surface. Underneath, however, disparities between companies and industries are widening. asia.nikkei.com/economy/japan-… via @NikkeiAsia

Japan's next generation of startups is going global. Still in its early stages and behind global peers, the trend signals a much-needed shift in how the country develops its startup sector. asia.nikkei.com/business/techn… via Nikkei Asia

We first need to hear from the US & Israel when they expect to have achieved their military objectives in Iran before we can jointly define a future security architecture for the region. Until then, there is no role for NATO or the EU’s Operation Aspides.—@AussenMinDE #FAC 3/5

President Trump just now on oil prices:

Goldman Sachs Group Inc. and Citigroup Inc. have told staffers in Dubai to stay away from their offices as Iran’s attacks on Gulf cities continue. bloomberg.com/news/articles/…

香港のインサイダー取引事件が桁違い ft.com/content/f3c781…

Oasis’s 6.7% stake in scandal‑hit Nidec marks the latest turn in the turbulent story of the Japanese motor maker and its founder, Shigenobu Nagamori. asia.nikkei.com/business/elect… via @NikkeiAsia