Japan Institute for National Fundamentals

2025.04.16 (Wed)

【#1243】Ishiba Should Offer Trump Financial Cooperation

April 14, 2025 　 While the U.S. Donald Trump administration and the Chinese Xi Jinping government are intensifying their tariff war, the situation is not necessarily in favor of the United States. T...

2025.04.09 (Wed)

【#1241】Don’t Fall into Japan-China-S.Korea FTA Trap

April 7, 2025 　 U.S. President Donald Trump’s reciprocal tariff policy will come into effect on April 9. The policy represents a crude approach that sets an additional tariff rate based on the ratio...

2025.04.02 (Wed)

【#1239】Trump’s High-Tariff Guns Shooting Allies

March 31, 2025 　 The U.S. Trump 2.0 administration’s high-tariff guns, including an additional 25% tariff on auto imports, are taking on the semblance of indiscriminate shooting. High tariffs are ce...

2025.03.12 (Wed)

【#1233】Beware of China’s Seizure of Dual-use Technologies

March 10, 2025 　 Chinese government under Presidents Xi Jinping has made clear its policy of military buildup amid economic stagnation at the National People’s Congress (NPC), the Communist Party-le...

2025.03.05 (Wed)

【#1228】Trump Won’t Give Up His Role as Ukraine Peacemaker

March 3, 2025 　 U.S. President Donald Trump’s bitter clash with Ukrainian leader Volodymyr Zelensky this weekend has led to speculation that Trump will abandon Ukraine. But it is too early to conclu...

2025.02.19 (Wed)

【#1223】Demonstrate “Japan First” Spirit to Trump

February 17, 2025 　 Many analysts say the February 7 meeting between Japanese Prime Minister Shigeru Ishiba and U.S. President Donald Trump was successful. But such analysis is naïve. A barrage ...

2025.01.29 (Wed)

【#1219】BOJ Should Focus on Economy Rather Than Exchange Rates

January 27, 2025 　 On January 24, Bank of Japan Governor Kazuo Ueda not only raised the policy interest rate from 0.25% to 0.5%, but indicated his intention to continue the rate hike. In the backgro...

2024.11.21 (Thu)

【#1200】Appreciate Trump’s Promised High Tariffs on Chinese Goods

November 18, 2024 　 While a high tariff policy that the second U.S. Trump administration is expected to introduce after its inauguration next January has been criticized as being likely to trigger g...

2024.11.07 (Thu)

【#1196】Switch to Tax Cut-Oriented Fiscal Policy as Urged by Voters

November 5, 2024 　 The ruling coalition’s crushing defeat in the October 27 House of Representatives election provided an opportunity to encourage the correction of Japan’s fiscal policy biased towa...

2024.10.30 (Wed)

【#1194】Prepare for Deflation-plagued China’s Outward Offensive

October 28, 2024 　 The bottom of China’s property bubble bursting recession is nowhere to be seen. As the peculiar economic system in which the Chinese Communist Party controls the market economy ha...