Kotaro Tamura
Showing 1–7 of 7 transcripts.
- 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.
- 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.
- 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.
- Milken Institute46 min
The New Japan: Beyond Abenomics
Kotaro Tamura, Motoaki Saito, Masahiko Shibayama, Keiko Tashiro, Adrian Zecha
Recent high-level engagements and government reforms in Japan are targeting critical economic shifts, including the acceptance of foreign labor in caregiving sectors and the mobilization of corporate cash reserves exceeding 125% of GDP. These structural changes aim to reverse demographic decline by leveraging inbound tourism growth and fostering a new venture ecosystem driven by engineers leaving traditional giants. Despite progress in governance compliance, panelists emphasize that deepening cultural openness and addressing language barriers remain essential to unlocking the nation's substantial investment potential in technology and manufacturing.
- Milken Institute1h 1m
Japan: Finding a Path to New Growth
Kotaro Tamura, William Haseltine, Daisuke Iwase, Hideaki Ohmura, Scott Sato, David Shaywitz, Katherine White, Ian Epstein, Hirotaka Yoshino
A comprehensive analysis of Japan's current economic landscape examines the Bank of Japan's negative interest rate policy in conjunction with labor shortages and demographic shifts driven by a super-aging society. Key stakeholders, including LifeNet Insurance's Daisuke Iwase and major staffing CEO Scott, discuss the regulatory tensions between monetary stimulus and capital requirements while highlighting structural reforms in women's workforce participation and guest worker immigration. The event further outlines Japan's strategic pivot toward technological leadership in elder care, regenerative medicine, and hydrogen energy as potential blueprints for addressing similar global challenges in Europe and the United States.
- 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.
- Milken Institute51 min
Will Foreign Hands and Better Corporate Governance Lift the Japanese Economy?
Kashi-san, Yamazaki-san, Hamada-sensei, John San, Kotaro Tamura, Yoshimasa Yoshiroyama
Vice Minister of Finance Yamazaki, Prime Minister Abe's Special Advisor Dr. Hamada, and private sector leaders discussed Japan's economic revitalization under "Abenomics," citing record GDP growth, a 15-year high in the Nikkei index, and a tight labor market with a 22-year peak in job availability. The panel outlined critical structural reforms including a new corporate governance code mandating outside directors, a shift in pension fund equity allocation, and legislative measures to boost female labor participation and manage foreign worker recruitment for the aging population. With consumption tax hikes deferred and a primary fiscal surplus targeted by 2020, government officials and investors unanimously endorsed continued reform, projecting a robust recovery driven by domestic demand and increased shareholder returns.