Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Subscribers | Read | japanoptimist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Beyond the Takaichi Trade
The run-up to Sunday’s lower house elections has revealed a Japan where:
The World's Liquidity Trap
Andrew Smithers has been my mentor and friend since I arrived in Japan in the mid-1980s. It is he who convinced me to leave academia and engage with the real existing world of finance — in mid-May 1989 I joined him at his SG Warburg in Toky...
What if Japan is winning?
In this guest contribution, my old friend and long-term Japan investor Andrew McDermott challenges you to focus on actions taken, rather than stories told in the great game of global industrial leadership in general, the “Free and Open Indo...
Japan Surprises 2026
Predicting the future is both an art and a science. A credible forecast is like a Bach sonata: It follows mathematical logic in which the future emerges as a probabilistic consequence of the past. A surprise is different, more like an inspi...
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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