Sumitomo Mitsui Financial

The speeches at the Davos Forum over the past week were brilliant. Besides AI, Tokenization became a core topic. In 2016, the core topics of the Davos Forum were AI and the Fourth Industrial Revolution, which also turned out to be the biggest opportunities of the past decade. By 2026, it might mean that digital assets becoming the core of future finance has gained broader consensus among institutions and policymakers. The implementation of the Clear Act will see clear progress this week. Due to the snowstorm in the eastern U.S., the originally scheduled review of the Agriculture Committee bill on 1.27 will be postponed to 1.29, but as previously analyzed...

Written in front, unfortunately, Longbridge still cannot directly purchase Japanese stock market stocks. However, I currently hold some Hitachi-related assets through other channels. Making a little profit is not bad. Executive Summary: The Global Revival and Structural Transformation of Japanese Companies By November 2025, the business landscape in Japan and globally is undergoing profound restructuring. Once seen as stagnant in growth, "Japan Inc." is now making aggressive balance sheet restructuring, focusing on core businesses, and betting big on next-generation technologies (such as all-solid-state batteries, generative AI, advanced semiconductor packaging)...