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On January 5, Nicholas Smith of CLSA joined Asia Trade on Bloomberg to discuss what 2026 could hold for the Japanese yen against the US dollar. In the conversation, Smith explains why the yen may be approaching an inflection point, pointing to shifting global interest rate dynamics and Japan’s vast overseas investment exposure as potential catalysts for a sharper-than-expected appreciation. For those viewing today’s weak yen as an incentive to purchase Japanese property, the

On September 11 th , Nicholas Smith of CLSA sat down with CNBC’s Squawk Box to discuss where the Bank of Japan sits given domestic...

For the yen to strengthen, there must be collaboration in rate hike movements between the Bank of Japan (BOJ) and other major central...

This week several prominent Japan-watching economists voiced their opinions regarding newly appointed prime minister Ishiba.  Nicholas...

On July 25th, Nicholas Smith, Japan strategist at CLSA speaking to CNBC’s Squawk Box Asia, discusses the underlying causes of Japan's...

Following on last Friday’s announcement that the Bank of Japan would be holding interest rates steady but will eventually lowering the...

On May 30th, Elevandi uploaded to Youtube a panel discussion at the Japan Fintech Festival held between March 6th and 8th earlier this...

This week the Financial Times, CNBC and CLSA analyst Nicholas Smith had a lot to say about Japanese real estate and the economy in general.