Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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japanoptimist.substack.comLatest Issues
Nothing to fear but a U.S.--China deal
Here something a little more speculative than usual, but nevertheless a real shaping force:
Japanese elites are very respectful of spirits, higher forces, and certainly honor trusted superstitions and traditions. Careful attention is paid...
Capital markets & AI: from evaluation to creation
I am honored to present you with an article on AI and Capital Markets by my friend Matsumoto Oki. Oki has always been focused on working to improve the functioning of Japan’s capital market as a public good. His analysis of the AI revolutio...
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...
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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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