Aurora Macro Strategies - Japan Coverage

Our Values

Neutrality

Our political and policy coverage is fiercely non-partisan and non-aspirational. In an increasingly polarized global environment, clients need to understand actual risks, likelihoods, and impacts, more than political talking points.

Confidentiality

Our client relationships, projects, and interactions are strictly confidential.

Forward-looking

We understand that many of the most pressing risks—climate change, global inequality, AI—do not adhere to a mark-to-market or quarterly schedule. We will always endeavor to balance the long-term view with more acute, shorter-term considerations.

Diversity

Much as the best research is informed by tapping into diverse viewpoints, we believe the best organizations are made by cultivating diverse viewpoints and backgrounds internally. We are committed to growing our organization accordingly.

Meet Our Amazing Team

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Managing Director
Daniel Lansberg-Rodriguez
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Director of Operations
Christine Post
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CFA, Chief Economist
Dimitris Valatsas

Right From the Blog

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Aurora's Japan coverage provides critical macroeconomic and geopolitical insights designed specifically for clients interested in the world's third-largest economy. Our team closely tracks and interprets key developments, from the Bank of Japan's monetary policy shifts and fiscal dynamics to the nuances of Japan's domestic politics and global economic strategies. We deliver clear and actionable intelligence, helping clients navigate Japan's complex market landscape with confidence.

Our dedicated Japan team possesses deep local knowledge, combining fluency in Japanese with extensive experience in economic and policy analysis. Aurora's unique blend of rigorous analytics and nuanced, region-specific expertise ensures our clients remain ahead of trends, informed about emerging risks, and positioned to seize strategic opportunities within Japan's dynamic economic environment.

What We Cover:

    • Bank of Japan policy, economic trends, and legislative and fiscal developments

    • Equity, Fixed Income, and FX markets

    • Domestic and regional political risk, trade dynamics, and security developments

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Service description

  • We provide research and advisory on macro-significant political, economic, and security events shaping Japanese and regional markets
  • We have the expertise to assess legislative and regulatory trends, fiscal and monetary policy, executive action, court decisions, and military developments and their broader domestic and regional consequences
  • Globally, our Japan team will keep you informed of the international impacts of Japan's economic, political, and security trends

Service offering

  • Regular biweekly political updates
  • High frequency e-mails on BoJ days and macro-significant political developments
  • Full analyst access (e-mail/phone)
  • Quarterly 1-on-1 meetings in person or over videoconference
  • Investor trips to Tokyo
  • Access to Aurora events and conference calls


Contact the Aurora team for more information.

 

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Tobias Harris

Senior Advisor, Japan

Tobias Harris is a world-recognized expert on Japanese politics, policy, and macroeconomics. He leads Aurora's Japan coverage.

 

Dimitris Valatsas, CFA

Chief Economist

Dimitris serves as the firm's Chief Economist and leads our Economics & Markets practice.

Explore our Past Publications

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Ishiba Begins Pointing to a Post-Abenomics Future

January 22, 2025

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Three Key Stories That Will Shape Japan in 2025

January 6, 2025

The Japanese Political System Enters a New Era

November 13, 2024