Posts
All published articles.
- Investment 5 min read
Seoul and Tokyo: Reading Two Markets as One Global Corridor
In 2026, the 'Japanification' of the Korean economy and the 'Revitalization' of the Japanese economy are intersecting. We analyze the structural supply shortages in Seoul and the global capital concentration in Tokyo to share strategic insights for cross-border asset allocation.
- Investment 4 min read
3 Principles for Japan Real Estate Investors Amidst FX Volatility
Is the yen weakness ending, or is it the new normal? In 2026, with the USD/JPY fluctuating between 150-160 and the Bank of Japan shifting its policy, we present a strategic framework for managing currency risk and securing returns.
- Investment 4 min read
Japan-Korea Inheritance & Gift Tax: The '10-Year Rule' Trap
With top tax rates of 50% (Korea) and 55% (Japan), cross-border asset transfers are a high-stakes game. We analyze the 'Unlimited Taxpayer' status, the 10-year rule, and the upcoming Korean tax reforms for 2025-2028.
- Investment 10 min read
Japan Rate-Hike Cycles and J-REITs: Three Historical Lessons
Generalize how policy rates, JGB curves, and credit spreads interacted with J-REIT valuations—avoiding single-line optimism or fear.