Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 4 years ago | Last Issue | 13 days ago |
| Active | |||||
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japanoptimist.substack.comLatest Issues
Let's hear U.S. elites talk about Japan
Here some serious food-for-thought by my friend and fellow Japan investor Andrew McDermott: As U.S. national policy priorities have evolved towards a de-facto war-footing, U.S. elites are increasingly divided. On Japan, the up-and-coming na...
Towards National Champions
Prime Minister Sanae Takaichi has been in office for six months, and her honeymoon period is beginning to fade. She deserves high marks for her steady and proactive engagement with both Donald Trump and China’s leadership.
On domestic econ...
Japan talks turkey
Here a wonderfully stimulating polemic by my friend and fellow Japan investor Andrew McDermott: What I’d say to America if I were Prime Minister. Andrew does hit many key points that the Japanese elite are making in private discussions but...
Catalysts for Japan Optimism
By popular request, here the English original draft for my regular Japanese language column in the NIKKEI, published earlier this month. Enjoy & many cheers ;-j
My favorite economist is a Frenchman. This may come as a surprise. After all,...
Beyond the Takaichi Trade
The run-up to Sunday’s lower house elections has revealed a Japan where:
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the people are scared about geopolitics, resigned to inflation, and longing for a charismatic leader;
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the elites stopped trusting both America and China, but...
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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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