Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 62 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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japanoptimist.substack.comLatest Issues
Japan & India - The Oldest New Partnership
Japan and India are a “match made in heaven heaven” — abundant capital meets copious labor; best-in-class manufacturing prowess meets world-leading software skills…from an economist’s perspective the complementarity is very powerful. Less u...
AI - putty-putty or hard-baked clay?
By popular request, here a new guest contribution by my mentor and friend, Andrew Smithers. The world economy’s fragility is rising due to unsustainable fiscal deficits and unstoppable AI-techno-acceleration. Andrew worries a financial cris...
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...
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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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