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Japan Optimist

Jesper Koll

Japan analysis and insights - capitalism that works

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PricingOnly free issuesPublishesWeekly
Issues68Founded4 years agoLast Issue6 days ago
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Latest Issues

Avoiding the Takaichi trap

Prime Minister Takaichi has started a revolution - or more precisely, a restoration - of Japan’s fiscal- and economic policy priorities. Her first-ever and just-out-last-week economic policy and budget strategy marks a previously unthinkabl...

6 days ago
19
2

Wanted: a Japan metascience reform agenda

Prime Minister Takaichi is determined to fortify the foundations of Japanese national power. Science & research & transformative deep-tech innovation are at the very center of this new strategy. Her plans are ambitious, all-encompassing, an...

11 days ago
14

The Japan-India Corridor Trade

By popular request, here a follow-up by Harry Wilby on concrete Japan-India “Match-made-in-heaven” opportunities. Prime Minister Takaichi’s visit to India last week was a success and demonstrates that Pax Nipponica is getting real. The Japa...

19 days ago
29
1

Japan's Supreme Court vs PM Takaichi's social conservatism

Prime Minister Takaichi Sanae is the chosen and rightful successor to her mentor, former Prime Minister Abe Shinzo. Yet while most headline commentary focuses on “Abenomics 2.0” and its implications for financial markets, the much more powe...

a month ago
17
1

Bubble trouble will trigger a more aggressive BoJ

By popular request, here my thoughts on what dynamics will force the Bank of Japan to actually accelerate rate hikes — it’s not the falling Yen; it’s not ‘fiscal dominance’ and fear of rising public debt-services costs versus asserting cent...

a month ago
33
1

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  • Jesper Koll

    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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