Kabu Japan
Kabu Japan, Jaiya DonohueKabu Japan is a newsletter focused on Japanese equities. We provide independent, insightful analysis of Japan’s stock market, highlighting opportunities across large-cap, mid-cap, and small-cap companies.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | kabujapan.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Japanese Construction Stocks: Boom times
“Infrastructure is more important than architecture.”
Japanese Steel: The last sector that hasn't moved
“Steel is the rice of industry.” Inazo Nitobe (1907)
Japan's Labor Market: The $5.5 Billion Signal
“The number of regular employees switching jobs has been increasing. Rising wages are reinforcing this mobility.” Bank of Japan, August 2025
Japan's Golden Age of Activism
The Elliott Investment Management Playbook
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Authors
The writers behind this newsletter.
Kabu Japan is a newsletter focused on Japanese equities. We provide independent, insightful analysis of Japan’s stock market, highlighting opportunities across large-cap, mid-cap, and small-cap companies.
Frequently Asked Questions
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