Japan Optimist
Jesper KollJapan analysis and insights - capitalism that works
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | japanoptimist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
Guest contribution: In defense of Toshiba's activists' actions
The previous post on “Toshiba and the hidden costs of activism” — a guest contribution by my friend and global value investor Andrew McDermott — generated an unusually large number of comments sent to my private email. Friends and former co...
Guest contribution: Toshiba and the hidden costs of activism
At Japan Optimist, I aim to present the real forces shaping Japan, so I want to expand horizons and give real-world practitioners with “skin-in-the-game” a platform to present their case. Particularly when it comes to corporate governance i...
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Economist, Investor, Patron and, yes, Japan Optimist --- more
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