Japan has a problematic age gap: 100,000-plus residents are over 100 and the pension system is buckling

AI SUMMARY

# Japan's Aging Crisis Threatens Fiscal Stability Japan's centenarian population exceeding 100,000 combined with record-low fertility rates is straining the nation's pension system, creating significant long-term liabilities that could impact government spending, bond yields, and companies dependent on domestic consumer spending and labor markets. Investors should monitor potential policy responses—such as increased taxes, benefit cuts, or immigration reforms—as these decisions could materially affect Japanese equities, particularly in healthcare, insurance, and financial services sectors, while also influencing currency valuations and government