From a lost decade to an underestimated investment opportunity
Japan galt lange als stagnierende Volkswirtschaft: Deflation, alternde Bevölkerung, schwache Börse. Doch seit 2024 zeigt sich ein neues Bild:
Der Nikkei 225 durchbricht historische Marken, die Wirtschaft modernisiert sich, und die Geldpolitik vollzieht eine stille, aber folgenreiche Wende.
Japan is back — and investors should take a close look.
🧭 1. Macroeconomic Change
From Sleeping Beauty to Reindustrialization
– 30 years of deflation shaped Japan's economy after the bursting of the real estate bubble in 1990.
– Die Bank of Japan hielt die Zinsen über Jahrzehnte nahe null, mit massiven Anleihekäufen.
– Since 2024: Interest rate turnaround, reform policies, increasing investments.
– The new government under Sanae Takaichi is focusing on fiscal stimulus and modernization — similar to the Abenomics era.
Economy 2026: Stable upswing
Private spending power remains robust
– Investments are increasing – record volume in 2025: over ¥6 trillion
– Rechenzentren, KI‑Infrastruktur, Atomkraftwerke treiben Energie‑ und Immobiliensektor
Export sectors are suffering from US tariffs, but the domestic economy is compensating.
📈 2. Stock Exchange & Capital Market
Nikkei 225: Historic Rally
– 2025: +24 % Year‑to‑Date
– Oktober 2025: erstmals
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