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All predictions

Every prediction, with the date it was made and its outcome so far.

36 predictions · JapanNewest first
26 Aug 2026Japan will move beyond its non-binding AI training data disclosure guidelines to draft legislation with financial penalties for non-disclosure within the next 12 months.Unresolved25 Aug 2026Within a year of a new tax deferral scheme taking effect, at least three of Japan's largest conglomerates will announce non-core carve outs worth over $1 billion each.Unresolved21 Aug 2026Toyota, Honda and Nissan will avoid any EV assembly-line halt through year-end despite Japan's rare earth crunch.Unresolved20 Aug 2026Operating margins at Japan's listed construction and logistics firms will expand by more than 50 basis points by March 2027, even without new capital investment.Unresolved14 Aug 2026At least one major offshore wind developer will withdraw from or downsize a Japanese project within six months, despite Tokyo's subsidy hike to ¥700,000/kW.True11 Aug 2026Japan will unveil a formal expansion of its rare-earth and critical-minerals stockpiling programme within the next three months, backed by new supplementary budget funding.Unresolved10 Aug 2026At least one Japanese, Korean or Taiwanese wafer or polysilicon producer will announce a new US plant before August 2027 to dodge Washington's Section 232 tariffs.Unresolved6 Aug 2026Japan will see at least three cross-industry mergers explicitly invoke "supply-chain resilience" or decarbonisation grounds for antitrust clearance within 12 months.Unresolved6 Aug 2026A major Japanese printer or copier maker (Canon, Ricoh, Fujifilm or Konica Minolta) will announce a China-specific firmware localisation partnership with a Chinese software developer within six months.Unresolved5 Aug 2026Tokyo will sign a new preliminary agreement or letter of intent on lethal-equipment export with the Philippines or Vietnam before February 2027.Unresolved4 Aug 2026USD/JPY will retest the 160 handle within four weeks unless the Bank of Japan commits to a September rate hike.True3 Aug 2026Japan's nuclear share of electricity generation will fall short of the government's 20% FY2040 target, landing between 13-16% instead.Unresolved
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