Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 71 | Founded | 4 years ago | Last Issue | 13 days ago |
| Active | |||||
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japanoptimist.substack.comLatest Issues
Japan & India: The China Variable
The Japan Optimist holds Japan & India are a “Match-made-in-Heaven” - both share a deep-rooted cultural anti-colonial heritage; offer an obvious economic arbitrage where abundant capital meets copious labor, where best-in-class manufacturin...
Mochiai 3.0 - Japan's quiet competitive edge
Japan’s market for corporate control is entering a next phase, with Team Takaichi openly re-assessing the desire for national industrial reorganization against the now empirical realities of private equity led financialisation. Part of the...
The right recipe for a more aggressive BoJ
Here a smartly edited version of my thoughts on BoJ action, published in English by the Japan Times July 19 here and in the Japanese language NIKKEI July 2 here. Many thanks to the always excellent Michael Judge for English language editing...
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...
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...
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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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