Japan Opens ¥1,700 Trillion Vault

Anti-Fragile Stock Selection in Japanese Equities

Published March 2026 • 29 pages

When ¥1,700 trillion in household and corporate savings mobilizes into a ¥1,300 trillion equity market, opportunity lies in stock selection. Analysis of negative real rates, extreme yen undervaluation via Big Mac Index, and forced capital deployment through METI/TSE reforms.

Key findings: 46% yen undervaluation • BOJ negative real rates forcing capital reallocation • Three asymmetric upside scenarios • Stock screening framework

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