Reports

Social Implementation of AI and Accelerating Infrastructure Investment

AI Trends in 2025 and Outlook for 2026

Japan's Economy: Monthly Outlook (Jan 2026)

Medium-Term Outlook for the Economy, Fiscal Policy, Interest Rates, and Exchange Rates for FY2026–2035

Cost-Effectiveness and Necessity of Zero Consumption Tax on Food & Beverage Products and Uniform 5% Consumption Tax

Instead of consumption tax cuts, introduction of tax credits with benefits should be promoted.

Economic Effects of Zero Consumption Tax on Food & Beverage Products

Will reduce financial burden by 88,000 yen per household annually and boost personal consumption by 0.5 tril yen.

Outlook for Japan’s Economy in 2026

Growth of just under 1% expected, but caution is needed regarding downside risks in external demand, sharp yen depreciation, and rising interest rates, among others

Will the Takaichi Administration's Fiscal Policy Lead to Further Yen Depreciation?

Expansionary fiscal stimulus leads to a weaker yen the following year

New Value of “Voice” Created by Voice Generation AI

How to protect the rights to one's own voice generated by AI

China’s Export Restrictions on Rare Earths and Other Critical Minerals May Reduce Japan’s Real GDP by 1.3–3.2%

Supply constraints raise concerns over weak production activity centering on the automobile industry

Japan’s Economy: Monthly Outlook (Nov 2025)

Economic Outlook Revised: Caution advised regarding worsening Japan-China relations and slowdown in the US economy

Key to Real Wage Growth Under Takaichi Administration

Through policy and reform initiatives, real wages are projected to grow at an annual rate of approximately 1.2% - 1.6% through FY2040.