CEO Insight
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2025-04-10
KCM CEO Insight: Current Developments in the United States
While the U.S. economy has maintained steady growth, the implementation of Trump tariffs, retaliatory measures by China, and the 90-day suspension of reciprocal tariffs for non-retaliating countries have triggered global stock market volatility. Two days ago, rumors of a 90-day tariff suspension caused market turmoil until officially denied by the government. Market participants now face heightened uncertainty in distinguishing facts from misinformation. Although negotiations between the U.S. and other nations may restore stability, the outlook remains opaque.
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2025-03-31
KCM Management Insight: Germany’s Parliament Votes to Amend Basic Law, Easing Fiscal Restrictions
Germany is facing increased financial pressure as it strengthens its defense and modernizes infrastructure amid shifting global security dynamics and urgent infrastructure upscaling needs.
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2025-02-28
KCM CEO Insight: Japan’s Future at a Crossroads: Demographic Decline, Energy Transition, and the Global Hydrogen Race
In my opinion, the declining birthrate and aging population are the biggest problems for Japan. There are no examples of other countries that can serve as a reference, and although it is a problem that must be tackled 20 to 30 years into the future, many people do not feel a sense of reality when people talk about 2040 or 2050.
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2025-01-16
KCM CEO Insight: 2024 and Beyond: Insights into Political, Economic, and Market Dynamics
For Japanese investors, the narrowing interest rate differential will reduce hedging costs, particularly for EUR/JPY. In 2025, opportunities will likely arise in AI investments in the U.S. and renewable energy in Europe.
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2024-10-15
CEO Insight: The inspiring desire of atomic bomb survivors to educate
The hibakusha of Hiroshima and Nagasaki have been speaking out against nuclear weapons for almost 70 years. Their organization Nihon Hidankyo has now been awarded the Nobel Peace Prize for its efforts.
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2024-09-17
CEO Insight: Frequent office absences in Germany are slowing down business
With the opening of an office in Munich, Kensho is also reacting to the negative consequences of the high share of work from home in Germany.
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2024-08-19
CEO Insight: Japan’s Changing Monetary Policy: Real Estate Remains a Highly Attractive Investment
The interest rate gap between Japan and the eurozone is shrinking. However, Japanese real estate remains a lucrative investment and European real estate is becoming more attractive for the Japanese.
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2024-08-09
CEO Insight: Ryuichi Shinohara, President and CEO of KENSHO Capital Management Corporation
In Europe, renewable energy investments are attracting a lot of attention in response to the energy crisis, and the question of how to utilize renewable energy will be a major challenge for all industries.
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2024-07-16
CEO Insight: A significant yen correction is only a matter of time
Anyone wishing to realize a currency premium when investing in Japanese real estate should no longer think too long when selecting a property. Apart from that, Japanese real estate remains highly attractive as an investment.
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2024-06-17
CEO Insight: Japan has learnt its lessons from the Great Financial Crisis
While the US is seeing a resurgence of risky real estate securitization to the detriment of investors, Japan has strengthened its financial supervision and will not abandon foreign real estate investors.