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. 

Featured insights

Behind the rise of QIS in Japan video, Opens in a modal.

What’s behind the rise of QIS in Japan

Since the 1990s, Japan has experienced a very low rate environment that it’s only just emerging from, causing investors to turn to foreign corporate bonds to hedge their positions. Quantitative Investment Strategies (QIS) have emerged increasingly popular.

 

Chris Koshi

Managing Director, Head of Japan Equity Solutions Sales

The economic shift

Discover the key factors driving change and opportunity in Japan’s economy.

Global investor interest in Japan has accelerated video, Opens in a modal.

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 video, Opens in a modal.

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? video, Opens in a modal.

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.

79 years in Japan

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.

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 video, Opens in a modal.

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 video, Opens in a modal.

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 video, Opens in a modal.

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.

Augmenting opportunity

Learn about Japan’s unique advantages in a changing global economic landscape.

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.

Number 1 Japan Global Fixed Income Research

BofA Global Research voted top Global Fixed Income Research House in Japan for 6 of the last 7 years by Extel — 2019, 2021-2025