Telecom

Companies

Rakuten Group: The points-economy empire, the mobile bet that almost broke it, and the moat that doesn’t translate

Inside Rakuten's ecosystem — Ichiba, Card, Bank, Mobile, Symphony, Englishnization — and which parts of the playbook foreign retailers, fintechs and telcos should actually copy.

Companies

The Masayoshi Son Question: SoftBank Group’s $400B bet on the AI stack

From PHS reseller to Arm-and-Stargate AI infrastructure giant. How foreign LPs, sovereigns and corporates should read Masayoshi Son's machine in 2026.