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December 25, 2025
Japan Zoominar @ UC San Diego: "The Japanese Economy in 2026" with Robert Feldman
Date: 2025/12/18
Japan Zoominar @ UC San Diego: "The Japanese Economy in 2026" with Robert Feldman
Wed, January 14, 2026, 9:00-10:00 am JST (Tue, Jan. 13, 2026 4:00-5:00 pm Pacific)
After 30 years of sluggish GDP growth, slow reorganization and frequent dilly-dallying by decision-makers all around, Japan suddenly looks like it may have a splendid 2026. Prices and wages are on the uptick, the stock market has exceeded bubble economy levels, there is true restructuring and consolidation as reflected in a booming M&A market and people have begun to spend again. Is Japan coming out of its economic slumber? What are the economic indicators we want to watch, and what else is in the cards for 2026? Robert Feldman, the preeminent Japan economist in Tokyo, will help us structure our analysis.
Robert Feldman is a senior adviser at Morgan Stanley MUFG Securities, where he has worked since 1998. In addition to his Morgan Stanley work, he became an outside director at Tokio Marine Holdings in June 2023. Since 2017, he has been a professor in the Tokyo University of Science's Management of Technology program, and from 2000 to 2020, he was a commentator on Japan's nightly business program, "World Business Satellite." He has served on the U.S.-Japan Friendship Commission. He holds a Ph.D. in economics from the Massachusetts Institute of Technology and bachelor's degrees in Economics and in Japanese Studies from Yale. He has written nine books in Japanese and two in English, and he has translated three from Japanese to English.
Ulrike Schaede is Professor of Japanese Business at UC San Diego's School of Global Policy and Strategy (GPS) and the director of the Japan Forum for Innovation and Technology (JFIT). Her research focuses on Japanese business strategies and management; employment practices and corporate culture; financial markets; manufacturing; and innovation. Her 2020 book, "The Business Reinvention of Japan: How to Make Sense of the New Japan" (Stanford University Press), won the 2021 Masayoshi Ohira Memorial Prize and has been translated into Japanese as 再興 THE KAISHA: 日本のビジ ネス・リインベンション (
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