Nothing to fear but a U.S.--China deal
Could a U.S.--China deal become the catalyst for repatriation of Japan’s financial and productive assets?
Japan Optimist
Japan analysis and insights - capitalism that works
Live Last read · last published · next check
Latest posts
Capital markets & AI: from evaluation to creation
Oki Matsumoto on the necessary shifts in the role of capital markets forced by AI
Japan & India: The China Variable
Harry Wilby exposes the real-existing China force shaping the Japan-India nexus
Mochiai 3.0 - Japan's quiet competitive edge
Andrew McDermott uncovers how cooperating Salaryman CEOs quietly create more resilient value than limelight greedy Private Equity grand-man financiers
The right recipe for a more aggressive BoJ
Japan will not defend the Yen with rate hikes, but will act decisively when rising housing costs threaten social stability
Avoiding the Takaichi trap
Team Takaichi is right to go big, comprehensive and long duration; but wrong to fear markets and disrespect independent stewards of capital
Wanted: a Japan metascience reform agenda
How Japan can turn public R&D into top science and innovation - real world insights from Dr Peter Gruss, exPresident of OIST, Okinawa Institute of Science & Technology and Germany's Max Planck Society
The Japan-India Corridor Trade
Why Japan's banks should look to Delhi, not Washington or Canberra
Japan's Supreme Court vs PM Takaichi's social conservatism
A guest contribution by exAmbassador Philip Turner on the tensions poised to be created by the Supreme Court ruling on whether the prohibition of same sex marriage is unconstitutional or not
Bubble trouble will trigger a more aggressive BoJ
When will asset inflation in general, home affordability in particular, become a political force demanding accelerated rate hikes?
Japan's capital markets - where next?
Join my discussion with Oki Matsumoto, Asumi Ota & Andrew McDermott