Companies
How NEC's pivot from consumer electronics to government, defence, biometric identification and submarine cable infrastructure made it Japan's most under-appreciated tech infra player.
Lenovo PC divestiture, the Fugaku supercomputer, the Uvance consulting brand, the UK Post Office Horizon fallout — Japan's most aggressive 'become IBM' story.
How Hon Hai's 2016 acquisition saved Sharp, the pivot away from large-TV LCDs, and the post-Kameyama footprint that makes Sharp Japan's most studied corporate-rescue case.
Inside the suburban mall federation that mirrors Japan's middle class — and is quietly building the largest shopping-mall network in ASEAN.
Why ANA's Peach LCC unit, Tokyo Haneda dominance, 787 launch-customer status and cargo strength differentiate it from JAL — and what corporate-travel buyers, freight forwarders and aerospace suppliers should know.
Why the 2008 Asia-Pacific and EMEA Lehman deal still defines Nomura's global identity — and why, despite the messy retreats from US equities trading, it remains Japan's only credible global investment bank.
From the 1999 three-way mega-merger to the system outages and the Greenhill + Rakuten Securities trades — Japan's #3 megabank, twenty-six years in, finally feels like one company.
Inside the Jefferies alliance, the ASEAN consumer-finance push (BTPN, VPBank, Mahindra), and the Sumitomo Mitsui Card/SMBC Nikko ecosystem that distinguishes SMFG from MUFG's white-shoe playbook.
Buffett's stake, the LNG portfolio (Sakhalin, Mozambique, Cameron), the iron-ore tie with Vale, and the healthcare push that quietly makes Mitsui the cleanest natural-resources play among the shosha.
The largest of Japan's five trading houses — and the most resource-heavy. Inside the Lawson take-private, the LNG franchise that still pays the bills, and the consumer pivot every shosha is now trying to write.
How a Hamamatsu loom maker built ~40%+ share of India's car market, dominated Japan's kei segment, and walked away from Volkswagen — a profile of Japan's most underrated automaker.
How a Nakajima Aircraft successor built one of Japan's most loyal US customer bases — and what the EV transition forces it to rebuild via its Toyota tie.
