Bank of America has been operating in Japan since 1947, offering a unique blend of local knowledge and global capabilities. We continue to provide financial solutions and insightful, objective and in-depth research analysis to investors and corporates in Japan and globally.
Transforming Japan
With economic policy changes and corporate governance reform fueling a transformational shift, Japan is poised for growth. Global investors and corporates can capitalize on this compelling opportunity with key insights from our local leaders and BofA Global Research analysts.
The economic shift
Discover the key factors driving change and opportunity in Japan’s economy.
Global investor interest in Japan has accelerated
Tamao Sasada, Japan Country Executive, Bank of America, shared reasons why global investor interest in Japan has accelerated, and how to tell if there will be a real comeback for the Japanese economy.
Meaningful monetary policy changes impacting Japan
Izumi Devalier, Head of Japan Economics, BofA Global Research, addressed quantitative easing and shared insight on inflation and its effects on corporate wage-setting behavior.
What's next for the yen?
Shusuke Yamada, Chief Japan FX and Rates Strategist, BofA Global Research, explored potential scenarios of the U.S. dollar and the yen, and discussed policy drivers impacting rates and bonds.
Japan’s structural transformation — drivers and consequences
From inflationary impacts to the yen’s weakness to rising geopolitical risks, explore critical questions and key factors that could determine Japan’s structural progress in the coming years.
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Impact of corporate dynamism
Get key insights on Japan’s corporate reform and what it means for its economy and investors locally and globally.
Trends and the structural shift towards higher wages
Izumi Devalier, Head of Japan Economics, BofA Global Research, explored interesting changes in the labor market and why corporates are responding with aggressive wage hikes.
Japanese corporations are undergoing a revival
Yuta Komori, Co-head of Japan Investment Banking, BofA Securities Japan, explored questions Japanese corporate managers may have, the trend towards value-creating corporate actions, cross-sector Mergers & Acquisitions (M&A) and more.
Long-term impact from corporate reforms
Tamao Sasada, Japan Country Executive, Bank of America, discussed the changes companies in Japan are making and the potentially positive impact in the long-term.
Why Japan’s corporate reforms matter so much
Discover how inflation, labor shortages and generational shifts are driving corporate reform and their impact on Japan’s economy.
Augmenting opportunity
Learn about Japan’s unique advantages in a changing global economic landscape.
Creating value, efficiencies and growth potential
Yuta Komori, Co-head of Japan Investment Banking, BofA Securities Japan, explored creating strategic value with unwinding of cross shareholdings, how outbound M&A provides growth potential and finding capital efficiency from inbound M&A.
Japan is an attractive market for global issuers
Hiroshi Oikawa, Head of Japan Debt Syndicate, BofA Securities Japan, discussed trends in global issuers tapping the yen market and Japanese investor appetite.
Japanese investment mindset is changing
Izumi Devalier, Head of Japan Economics, BofA Global Research, shared how investing behavior is shifting from cash towards risk assets and how this impacts global bond markets.
Investing augments beyond cash in Japan
Shusuke Yamada, Chief Japan FX and Rates Strategist, BofA Global Research, explored the currency tradeoff, history of carry trade and the rebalancing of household risk assets.
A real shift in sentiment toward Japan
Tamao Sasada, Japan Country Executive, Bank of America, shared the importance of long-term local insight and global connectivity to bridge Japan and the world.
Augmenting opportunities: catching the upside of a revitalized Japan
Learn more about Japan’s key strengths and how it’s positioned to fit into the new economic world, including the semiconductor industry and the AI revolution.
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BofA Global Research voted top Global Fixed Income Research House in Japan for 4 of the last 5 years by Extel — 2019, 2021-2023