AGP Executive Report
Last update: 11 hours agoCabinet & Bonds: Japan PM Sanae Takaichi is set to keep key ministers in a reshuffle, with finance minister Satsuki Katayama likely retained to support continuity in yen policy as bond markets fret over rising JGB yields. Trade & Energy: Japan’s August trade deficit widened to 1.105 trillion yen as imports surged on higher energy costs and a weaker yen, even as exports grew on strong overseas demand. Housing: New condo prices in greater Tokyo hit a fresh monthly record, with July averages jumping sharply on listings in central areas. AI & Tech Business: Sharp has started taking orders for AI servers, while Zendesk named David Hall-Johnston as APAC/Japan CTO to push AI adoption in customer service. Manufacturing AI Funding: CADDi raised $114m at a $1.2b valuation to expand its manufacturing AI platform into North America. Logistics Software Launch: Willog rolled out “Willog Vision,” aiming to unify monitoring, reporting and insurance across supply chains. Demographics Pressure: Japan passed 100,000 centenarians for the first time, underscoring mounting strain on welfare and pensions. Sports & Consumer Impact: Starbucks is reportedly considering selling a majority stake in its Japan business, and Japan’s centenarian surge plus housing costs are shaping everyday spending.
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