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A Warren Buffett Squishmallow is displayed during a Berkshire Hathaway shareholders meeting in Omaha, Nebraska, in May 2023. Buffett’s $25 billion bet on five Japanese trading houses reflects his belief that the country’s overlooked market rewards patient investors who embrace its unique business culture.
COMMENTARY / Japan
May 13, 2025

Buffett’s little Japan handbook — and other lessons

The legendary investor recently revealed what inspired his interest in Tokyo’s trading houses — and offered a host of tips for would-be followers.
U.S. President Donald Trump's policies, including attacks on research funding, immigration and trade threaten the foundations of American economic exceptionalism, and the resulting damage may be difficult to undo.
COMMENTARY / World
May 14, 2025

American exceptionalism meets its maker

The question is whether U.S. President Donald Trump’s destructive policies have now brought this economic exceptionalism to an end.
The 90-day truce in the U.S.-China trade war was a huge relief for small businesses and millions of workers on both sides of the Pacific.
COMMENTARY / World
May 13, 2025

Trump and Xi tone down a senseless trade war

It was a huge relief for small businesses and millions of workers on both sides of the Pacific.
OpenAI CEO Sam Altman and French President Emmanuel Macron at the AI Action Summit in Paris in February. The mood at the event was largely optimistic despite growing evidence that chatbots like OpenAI's ChatGPT are being used by malicious actors.
COMMENTARY / World
May 14, 2025

How much will we risk in the name of AI?

AI safety breaches are a very present danger. Evidence shows that leading chatbots are perpetuating Kremlin talking points, while many leaders tout optimism rather than concern.
Meta’s rapid AI chatbot rollout is raising safety concerns as critics cite inappropriate responses and poor accountability despite its access to vast user data.
COMMENTARY / Japan
May 14, 2025

Meta’s defense of its rogue AI sounds painfully familiar

The social media platform Meta is going on the attack instead of worrying about its users. How did that work out the last time?
Wang Chuanfu (center left), chairman and chief executive officer at BYD, waves to a humanoid robot at the Chery Automobile booth at the Shanghai Auto Show on April 24. China’s EV sector is touting big gains, but much of the hype rests on inflated range claims, shaky infrastructure and growing state support.
COMMENTARY / World
May 14, 2025

Why China’s EV claims aren’t as revolutionary as they seem

Companies once treated with benign neglect by Beijing are becoming major recipients of government funding.
Over 30 years, U.S.-China trade talks have largely failed because Beijing prioritizes protecting its political system, making only symbolic concessions, while Washington struggles to win lasting changes.
COMMENTARY / World
May 15, 2025

The U.S. will never win a trade war with China

For sure, the 90-day truce is merely temporary relief. As long as negotiations continue as they are, the U.S. will not be able to win a trade war with China
With Prime Minister Shigeru Ishiba's ruling coalition in crisis, the opposition divided and the Democratic Party for the People gaining momentum, Japan’s upcoming Upper House election could trigger a major political realignment.
COMMENTARY / Japan
May 15, 2025

Elections are fast approaching, and none of the big parties are ready

With Ishiba in place, the fear that the LDP could next lose its current majority in the Upper House in July is pervasive.
Carlos Ghosn, then president and CEO of Nissan Motor and Renault, delivers a speech during an opening ceremony of a Nissan car factory in St. Petersburg in June 2009.
COMMENTARY / Japan
May 15, 2025

Nissan is dying and taking globalization with it

Nissan is a Japanese business in name only: Despite accounting for 45% of jobs and about 35% of manufacturing assets, just 16% of sales are at home.
U.S. Commerce Secretary Howard Lutnick speaks in the Oval Office after President Donald Trump announced a trade deal with the U.K. on May 8. The agreement is far from a win for London, which has chosen deference over strength in dealing with Washington's bullishness.
COMMENTARY / World
May 16, 2025

Lessons from the U.S.-U.K. trade deal: Don’t appease a bully

The tariff agreement signed between London and Washington does little to boost the U.K. economy and, despite appearances, is a diplomatic defeat for Prime Minister Starmer.
A new U.S. citizen holds a U.S. flag after a naturalization ceremony in Boston on March 11.
COMMENTARY / World
May 16, 2025

U.S. citizenship could soon look very different

Trump's vision tilts heavily toward the wealthy and well-to-do, with special shortcuts for them and barriers to entry for the rest.
The U.S. economy has shifted from strong growth to heightened recession risk and uncertainty due to President Trump’s aggressive trade tariffs and budget cuts, leaving Congress to reclaim control over policy to avoid worsening economic disruption and global instability.
COMMENTARY / World
May 6, 2025

Only the U.S. Congress can end Trump's economic uncertainty

There is no chance of reining in the disruption and destruction unless the Republican-controlled U.S. Congress reclaims its constitutional authority over trade policy.
Unlike Silicon Valley, many Asian societies, due to their penchant for risk aversion, need more government support to boost early-stage deep-tech innovation.
COMMENTARY / World
May 18, 2025

Government capital is not just 'silly money'

Unlike Silicon Valley's predominantly private-sector-driven ecosystem, many Asian societies exhibit greater risk aversion, necessitating proactive government involvement.
The rush to electrify everything is reshaping energy, but without addressing demand, grid and supply risks, the green transition may falter.
COMMENTARY / World
May 18, 2025

It’s electricity realism, not climate denialism

Electrifying everything comes with plenty of risks of its own.
A Rheinmetall  Leopard 2 tank production line in Unterluess, Germany. The country's new chancellor, Friedrich Merz, has pledged to make the Bundeswehr Europe’s strongest army, marking a sharp departure from post–Cold War pacifism and sparking economic optimism rather than fear.
COMMENTARY / Japan
May 19, 2025

German rearmament is a welcome 'war dividend'

Merz’s planned arms buildup means the definitive end to the "peace dividend” that the Western world had enjoyed since the fall of the Soviet Union in 1991.
The world’s largest aircraft carrier, the USS Gerald R. Ford, reaches the eastern Mediterranean Sea. The U.S. Navy's resources are stretched across multiple regions, including Europe, the Middle East and Indo-Pacific, where China's presence is growing.
COMMENTARY / World / Geoeconomic Briefing
May 19, 2025

U.S. Navy faces tough resource allocation challenges

There's a growing mismatch between U.S. strategic ambition and its military's naval capabilities, with China posing an increasingly formidable adversary both on land and at sea.
Pakistan's Chinese-made J-10C fighter jets fly over Islamabad in March 2024. Claims that Chinese fighter jets downed advanced Western-made Indian aircraft in recent clashes have caught investors' attention, raising prospects for increased arms sales for Beijing.
COMMENTARY / World
May 19, 2025

China’s defense industry is getting a DeepSeek moment

Investors are reassessing Beijing’s military capacity and potential to rise as an arms exporter.
Ocean plastic pollution is a systemic crisis that cannot be solved by a few sustainability-minded citizens recycling but requires an economy-wide solution.
COMMENTARY / Japan
May 19, 2025

The true cost of ocean plastic pollution

The problem of maritime plastic-waste pollution first became apparent in the 1970s. In the half-century since then, the problem has become ever more widespread, as scientific expeditions conducted by the Tara Ocean Foundation (of which I am executive director) have shown.
Moody’s downgrade of the U.S. credit rating reflects growing concern over Washington’s unwillingness to confront rising debt, soaring deficits and interest costs — even as global investors keep piling into Treasuries.
COMMENTARY
May 19, 2025

Moody’s tells us what we already know about U.S. debt

Take the firm’s decision to strip the country of its top AAA credit rating seriously, not literally.
China’s Made in China 2025 program set an ambitious agenda, and a decade later, initial assessments conclude it had mixed success but maintain its goals will shape Chinese policy for years to come.
COMMENTARY / World
May 20, 2025

Ten years of Made in China 2025 sees mixed success

MIC2025 set an ambitious agenda, and a decade later, early reviews say it has had mixed success but maintain that its goals will shape Chinese policy for years to come.
''A Minecraft Movie'' star Jack Black attends the films world premiere in London on March 30. Video-game adaptations like the movie are overtaking superhero films at the box office.
COMMENTARY / World
May 20, 2025

Success of ‘Minecraft’ shows the future of movies is games

The big-screen feature from Warner Bros. Discovery, "A Minecraft Movie," has outearned every other U.S. movie so far in 2025.
Indian Prime Minister Narendra Modi meets with U.S. President Donald Trump at the White House on Feb. 13. Trump’s coercive use of trade threats against India during the Pakistan military crisis has undermined trust in the U.S.-India partnership and exposed Washington as an unreliable security ally.
COMMENTARY / Japan
May 21, 2025

Trump’s wake-up call for India’s foreign policy

Trump may have done India a favor. His actions have exposed an uncomfortable truth: Under his leadership, the U.S. is not a dependable partner in matters of security.
Agriculture minister Taku Eto answers reporters questions at the at the Prime Minister's Office on Monday.
COMMENTARY / Japan
May 21, 2025

Why Ishiba pulled a 180 on the gaffe-stricken farm minister

Taku Eto is the first minister to fall since the Japanese leader formed his Cabinet last October
As Japan confronts global economic shifts and mounting fiscal pressures, its upcoming election risks being consumed by a stale, politically fraught debate over the consumption tax.
COMMENTARY / Japan
May 21, 2025

Don’t reopen the ‘demon's gate’ debate in Japan

As Japan confronts global economic shifts and mounting fiscal pressures, its upcoming election risks being consumed by a stale, politically fraught debate over the consumption tax.
Britain's King Charles inspects a guard of honor in Edinburgh, Scotland, last July. The rising cost of the British monarchy, marked by increased taxpayer funding and limited transparency, is prompting questions about whether the public is getting fair value for supporting the royals.
COMMENTARY / World
May 21, 2025

A king’s ransom: The eye-watering cost of Charles III

Brits should be told how much their royals’ extravagant lifestyles are costing them.
China’s prolonged real estate slump has pushed housing construction back to early 2000s levels, sharply cutting cement production and offering a rare climate reprieve from one of the world’s biggest sources of carbon emissions.
COMMENTARY / World
May 21, 2025

China’s building crash is rewinding 22 years of growth

The real estate slump may be bad for the economy, but it’s good for the planet — cement is one of the most polluting substances on Earth.
Prime Minister Shigeru Ishiba takes part in deliberations on pension system reform in the House of Representatives on Tuesday. Ishiba’s comparison of Japan’s finances to Greece’s during a tax debate drew backlash for spooking markets and misrepresenting the country’s debt situation.
COMMENTARY / Japan
May 22, 2025

Ishiba's Greece debt comparison risks deeper crisis

Prime Minister Shigeru Ishiba’s comparison of Japan’s finances to Greece’s during a tax debate drew backlash for spooking markets and misrepresenting the country’s debt situation.
A demonstration is held in Malawi as part of government efforts to pilot test the use of drones for humanitarian purposes, with assistance from UNICEF. As this and other technologies become more accessible, we must ensure their use advances sustainable development.
COMMENTARY / World
May 22, 2025

How efficiency can transform sustainable development

In our haste to improve efficiency, we can't ignore the interests of humanity. Democratizing access to AI and other technologies is a fundamental step in this direction.
The U.S. debt crisis can’t be fixed without reforming entitlements, and that means Americans must retire later and pay more in taxes.
COMMENTARY / World
May 22, 2025

To fix the U.S. debt problem, Americans must retire later

The House’s proposed $3.7 trillion tax bill isn’t what sparked that Moody’s downgrade — it was the runaway growth of entitlement spending.
Mixue, a Chinese bubble tea chain, has become the world’s largest food and beverage chain, with tens of thousands of stores all over Asia. The company is just one example of the increasing reach and popularity of Chinese cultural exports across the globe.
COMMENTARY / Japan
May 23, 2025

How China’s soft power is rewriting Asian culture

Chinese cultural exports are becoming increasingly popular across the world and especially Asia. Do they promote cross-border understanding or are they tools for propaganda?

Longform

Rock group The Yellow Monkey played K-Arena Yokohama in June as part of a nationwide tour. Concerts are increasingly popular in the age of social media as users value in-person experiences.
Inside Japan’s arena boom: Sports, sound and city-building