
Japan analysis and insights - capitalism that works
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||

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...
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...
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...
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...
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...
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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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