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Edition of Tuesday, 10 November 2026English edition
The Geopolitician

Country risk, from the local press

Japan · Country watch

Sushiro's Overseas Growth, Yen Forecasts Shift

Sushiro's overseas profits surpass domestic for the first time, while yen forecasts shift amid narrowing rate gaps.

The picture Stable How this is judged →

Business conditions in Japan remain stable with Sushiro's international growth and yen forecast shifts. No major disruptions or rule changes reported.

In this briefing Sushiro · Tama Home · Japanese yen

Companies

  • Retail
  • Logistics

Sushiro's overseas profits surpass domestic earnings

pagoda surrounded by trees
Su San Lee / Unsplash

Sushiro's overseas business has outperformed its domestic operations for the first time, according to Business Insider Japan. The company reported record profits for the fiscal year ending September 2026, driven by rapid expansion in China, where it opened 72 new stores in one year. The company plans to allocate 60% of its investment to overseas markets in its new mid-term management plan. Executives attribute success in China to their 'all stores directly operated' strategy.

Impact Retail and logistics firms involved with Sushiro will see increased demand as the company shifts focus to international markets.

Sources: Business Insider Japan ↗

  • Construction
  • Finance

Tama Home employee suspected of insurance fraud

Logo of the Japanese company w:Tamahome
Logo of the Japanese company w:Tamahome — Tamahome, Public domain via Wikimedia Commons

An employee of housing manufacturer Tama Home is suspected of fraudulently claiming fire insurance payouts, NHK reports. Insurance companies have requested a detailed investigation into the matter. The allegations involve falsified claims for insurance money, prompting insurers to scrutinize the company's practices.

Impact Insurance firms dealing with Tama Home will need to reassess risk management procedures and potentially face financial adjustments.

Sources: NHK ↗

Markets

  • Finance

Top yen forecaster predicts ¥147 per dollar

A leading yen forecaster predicts the Japanese yen will reach ¥147 per dollar as the interest rate gap between Japan and other major economies narrows, according to JapanTimes. This forecast places the analyst at the bullish end of a divided market, reflecting differing views on the yen's future trajectory.

Impact Currency traders and financial institutions may adjust their strategies based on the yen's expected strengthening to ¥147 per dollar.

Sources: JapanTimes ↗

Nothing significant reported today in Regulation · Disruption · Internal tension · Safety & health · Trade · Politics.

Also today in the local press

Sources in this briefing

Sources: each headline links to the original article on the publisher's site.

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