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Kotaro Tamura

Showing 1–4 of 4 transcripts.

  1. Milken Institute59 min

    Japan's Economy, Jump-Started

    Kotaro Tamura, Lawrence Ho, Daisuke Iwase, Mitsumaru Kumagai, Aya Murakami, Takao Ochi, HONG LIU

    A panel of financial experts and government officials projects a structural transformation of the Japanese economy driven by undervalued equities, aggressive corporate governance reforms, and the strategic introduction of Integrated Resorts to counteract deflation and population decline. Key figures such as Prime Minister Abe and Bank of Japan Governor Kuroda are facilitating policy shifts toward foreign labor integration, sustained monetary easing, and resumed economic cooperation with China to stimulate productivity and tourism. These converging forces are expected to unlock trillions in hidden capital, boost GDP through a 50% growth in the tourism sector, and fundamentally alter Japan's return on equity within the next two to three years.

  2. Milken Institute59 min

    Japan's Renewal: The Fight to Stay Ahead

    Kotaro Tamura, Daisuke Iwase, Takumi Shibata, Keiko Tashiro

    A panel of experts analyzed how Japan is leveraging a 4% annualized growth rate and aggressive corporate governance reforms to stabilize its economy amidst heightened North Korean missile threats and strategic US-China tensions. The discussion highlighted how severe labor shortages are driving rapid automation adoption and innovative aging solutions, such as elderly care robotics and policy shifts, which are creating new investment opportunities in fintech and medical technology. Furthermore, the event detailed a tourism boom targeting 40 million visitors that is not only boosting per-capita consumption but also fostering a renewed sense of national confidence while serving as a diplomatic bridge with regional neighbors.

  3. Milken Institute57 min

    Japan's Great Investment Wave

    Kotaro Tamura, Victor Chu, Yasuhide Nakayama, Kiyotaka Sasaki, Takumi Shibata, Sasaki-san, Shibata-san, Steve Tsang, Nakayama-san, HIROTAKA YOSHIDALEMURA, HIROKA IWASAKI

    Panelists including FSA official Hironori Sasaki and Nikko Asset Management's Yasuhiro Shibata outlined strategies to mobilize Japan's 15 trillion yen in dormant household and corporate savings through revised governance codes and tax-exempt savings accounts. The discussion highlighted inbound opportunities in tourism, real estate, and the silver industry while addressing outbound shifts toward Southeast Asia and specific commitments like Masayoshi Son's $50 billion pledge to US infrastructure. Geopolitical stability, demographic solutions via foreign caregiving visas, and enhanced capital flows from Hong Kong and Africa were identified as critical drivers for the nation's economic revitalization.

  4. Milken Institute55 min

    Asia Summit 2015 - The Rising Sun: Japan's Resurgence in the Asia-Pacific Region

    Shinzo Abe, Kotaro Tamura, Kage, Hirano, Paul San, Yamazaki, Volker Jermitsch, Ivan

    At the IGA summit, a panel of experts from Blackstone, KKR, Standard & Poor's, and Japan's Ministry of Finance analyzed the nation's transition from decades of deflation to cautious optimism driven by Abenomics and improved corporate balance sheets. While the panel highlighted record corporate retained earnings and a tight labor market as catalysts for higher wages and global expansion, they cautioned that demographic decline and premature fiscal consolidation, such as consumption tax hikes, threaten to stifle the government's 3% nominal GDP growth target. Experts concluded that Japan's future economic stability relies on successfully mobilizing corporate capital, implementing incremental deregulation through the "third arrow," and expanding tourism and labor immigration to offset a shrinking workforce.