207
predictions on the record
31 Jul 2026 to 12 Nov 2026
All predictions
Every prediction, with the date it was made and its outcome so far.
36 predictions · JapanNewest first
30 Sep 2026JapanThe US share of Japan's crude imports will average below 25% across January to March 2027, down from 36% in July, even after Tokyo's planned oil security bills become law.Unresolved29 Sep 2026JapanJapanese police, prosecutors or the Japan Fair Trade Commission will announce at least one new arrest, indictment or cease-and-desist order over a public proposal competition within 12 months, most likely where a firm obtained rivals' proposals from a public official.Unresolved25 Sep 2026JapanJapanese energy and trading companies will receive windfalls from US crude and LNG within the next two to three quarters — but India and China will be the geopolitical winners.Unresolved25 Sep 2026India, JapanExpect India’s DRI to widen its customs probe to more South Korea and Japanese electronics brands within the next two to three quarters.Unresolved23 Sep 2026JapanLocal Japanese banks will have a good Q3, but Japan’s AI boom will hit a financing hump.Unresolved22 Sep 2026Vietnam, JapanJapanese semiconductor firms will gain an expansion advantage in Vietnam over rival foreign manufacturers through 2028.Unresolved11 Sep 2026Thailand, JapanChinese automakers, not Japanese incumbents, will keep gaining Thai EV market share even after Bangkok's new tiered excise tax rewards local component sourcing.Unresolved9 Sep 2026JapanThe Bank of Japan's rate hike to 1.25% this month will be its last for at least four months, not the opening move of a rapid tightening cycle.Unresolved8 Sep 2026China, JapanBeijing's new anti-dumping duties on Japanese dichlorosilane, reaching 99.2%, will end up benefiting South Korean and European chip-material suppliers rather than Chinese producers.Unresolved4 Sep 2026JapanJOGMEC's first independently acquired mineral assets will concentrate in politically stable, already-allied jurisdictions like Australia or Canada rather than the higher-risk African or Latin American deposits where China holds its strongest position.Unresolved2 Sep 2026JapanTokyo will approve one more supplementary budget for fuel subsidies before the fiscal year ends in March 2027.Unresolved31 Aug 2026Indonesia, JapanIndonesia will add at least one of Japan or South Korea to its list of designated countries eligible for the relaxed export proceeds rule within the next 6 to 12 months.True