Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | japanoptimist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Crash-testing Japan's New Capitalism
By popular request, here a couple of thoughts on Yen capital markets and the Japan outlook after last week’s surge in the Yen and the crash in the Tokyo stock market:
Live at the Fringe Festival: The Japan Optimist
I am overjoyed to have been invited to perform at the Edinburgh Fringe Festival.
Go for it, Ueda-Sensei
The end is here. Since February 1999, the Bank of Japan has provided de-facto zero interest rate funding to Japan and the world. Now, Governor Ueda is poised to hike rates. One quarter of a century of `capitalism with a zero-cost rate ancho...
Capitalism that works
Many readers have asked for an updated version of my overarching big picture views on Japan — why do I think Japan is “Capitalism that works”. So here the recording of a full-on presentation on this topic, delivered last week to the communi...
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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