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Author: Kenji Takahashi

Kenji Takahashi is a senior financial journalist covering Japan, South Korea, and European equities for Equities Orbis. With over 15 years of experience analyzing cross-border capital flows and macroeconomic shifts, he provides institutional investors with actionable insights into complex global markets. Prior to joining Equities Orbis, Kenji served as a lead Asia-Pacific correspondent, building a reputation for his rigorous, data-driven approach to market reporting.
The Factory is the Weapon: Red Cat Holdingsand the Future of All-Domain Warfare
Industrials

The Factory is the Weapon: Red Cat Holdingsand the Future of All-Domain Warfare

Kenji TakahashiMay 15, 2026May 15, 2026

The modern battlefield is undergoing a rapid and profound transformation, shifting away from massive, expensive, and easily targeted legacy platforms…

The AI Debt Turn Has Begun
AI

The AI Debt Turn Has Begun

Kenji TakahashiMay 13, 2026May 13, 2026

For most of the past three years, investors could tell themselves a comforting story about the artificial-intelligence boom. Yes, the…

Japan’s AI Semiconductor Renaissance:The Five Stocks Positioned to Dominate the Next Cycle
Industrials

Japan’s AI Semiconductor Renaissance:The Five Stocks Positioned to Dominate the Next Cycle

Kenji TakahashiMay 12, 2026May 12, 2026

The Structural Case for Japanese Equities The Japanese equity market is undergoing a historic transformation, propelled by a confluence of…

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