Companies, markets, deals, and the people shaping global business.
The Japanese internet group best known for online shopping is helping broker military strike drones for the country's armed forces, teaming with Germany's Helsing, Europe's most valuable defense startup. It is a striking sign of how far Japan's rearmament and the lessons of Ukraine now reach into the corporate world.
Morning Sun Editorial ·
The Canadian investment giant has bought a portfolio of rental buildings across four major Japanese cities in its first push into the country's housing market. The deal is a fresh sign of the global money flooding toward Japanese real estate, drawn by cheap borrowing and steady rents.
Morning Sun Editorial ·
Natarajan Chandrasekaran, the first outsider to run the holding company at the heart of the Tata empire, will leave in early 2027 after refusing to rule out a stock market listing the family trusts do not want. His exit lays bare a rare and public struggle over the future of a 158 year old institution.
Morning Sun Editorial ·
This earnings season has handed Japan's global champions a familiar gift. With the yen slumping past levels most companies had cautiously assumed, exporters and retailers alike are raising their forecasts, led by a Sony profit that jumped by nearly a third. The windfall is real, and so are the risks of leaning on it.
Morning Sun Editorial ·
Toyota nearly doubled its quarterly profit even while selling fewer cars, as the soft yen turned every overseas sale into a bonanza back home. The cheap currency is papering over real troubles, from US tariffs to a collapse in Chinese sales and a war that has doubled shipping times to the Middle East.
Morning Sun Editorial ·
Japan Airlines and ANA both booked their highest ever quarterly sales as foreign visitors flooded back, yet the celebration was short lived. A surge in jet fuel prices tied to conflict in the Middle East wiped out much of the gain, sending JAL's quarterly profit down 80 percent and ANA's lower as well.
Morning Sun Editorial ·
