Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 48 | Subscribers | Read | japanoptimist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Takaichi-Bubble, Banzai...
Japan’s parliament will vote for a new Prime Minister when the next lower house session starts on October 15th. Most likely the new LDP President, Takaichi Sanae, will secure the necessary votes. She will have to lead Japan in a LDP-minorit...
Let's talk about Japan Hard Power
Japan’s hard power — and yes, this means Japan’s military industrial strength — is very real, yet hardly ever discussed openly by Japan analysts, media or policy makers. While personally, I am a big fan of Japan soft-power, my friend and fe...
Three cheers for Japan's bureaucracy
Prime Minister Ishiba’s resignation today marks the start of at least 4-8 weeks of politicians utterly preoccupied with fighting for their own jobs and positions. First, the LDP must choose its next President; but then he or she must secure...
Cracks in the consensus
On July 20, the Japanese people will select 125 Members to the Upper House of Parliament. Although the vote is for only half of the 248 seats of the technically less important Upper House, this election marks a potential breaking point in J...
Authors
The writers behind this newsletter.
Economist, Investor, Patron and, yes, Japan Optimist --- exJPMorgan & Merrill Lynch Chief Economist/Strategist & Head of Research ; Board Director @ OIST, AsiaSociety & 3 Japan start-ups ; Global Ambassador @ Monex Group and Tokyo Financial Center
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