Guest contribution: Barbarians at the gate

Japan Surprises 2025

Pax Nipponica

My conversation with Lyric Hale of The Hale Report

Crash-testing Japan's New Capitalism

Live at the Fringe Festival: The Japan Optimist: August 20-25 at the Adam Smith House, Edinburgh -- you'll laugh & learn why Japan is capitalism that really works

Go for it, Ueda-Sensei: Japan will not just end the world's last zero rate anchor, but will sooner rather than later begin to focus on containing rising inflation risks

Capitalism that works: Japan has got what it takes to be an economic superpower and role model

Guest contribution: In defense of Toshiba's activists' actions : Rebuttal -- Toshiba insiders respond to the previous guest contribution "Toshiba and the hidden costs of activism"

Guest contribution: Toshiba and the hidden costs of activism: Global value investor Andrew McDermott asks an important question: can the activist campaign against Toshiba really be called a success?

Japan Surprises 2024: Ten twists & turns that would change the global Japan narrative in the Year of the Dragon

Japan Megatrends: Demographics is the primary catalyst for real structural change

Ueda-sensei on the move: Japan bond markets are now freed from BoJ control -- normalizing short-rates is next on the agenda

Insights into Japan capital market initiatives: How TSE reform and generational change are reinventing Japan's economy & financial markets

Towards a new Golden Generation: Japan is in a demographic sweet spot that empowers the young and forces real change in corporate culture

Japan Reality Check #7: What has changed?: From cool & spoiled kid on the block to mature & reliable performer - Japan Inc. today looks nothing like it did during peak Japan 1989

No bubble, no trouble...: Tokyo home prices are back up at the bubble peak - when will policy makers step-in to stop asset inflation?

We're all bullish Japan now...: Global stand-out: Japan's policy elite remains full-on committed to promote growth and asset inflation

Japan Reality Check #6: Elite on the Move: Young elite bureaucrats are quitting at unprecedented rates - a leading indicator for greater risk taking and the impatient ambitions of next generation Japan

Guest contribution: Why not Hitachi?: Global value investor Andrew McDermott on the evolving fortunes of GE, Toshiba and Hitachi, and why Hitachi leads the way towards best-in-class corporate leadership & governance

Japan Reality Check #5: Are start-ups and VC a good investment in Japan?: Outstanding returns attract entrepreneurs, investors...and policy makers

Japan Reality Check #4: In praise of the Salaryman CEO: Profits up 11-fold on zero sales growth - Japan's Salaryman CEOs are hidden Superstars

From inheritance liability to investment incentive: A modest proposal to mobilize Japan's stock of savings for investment flows & future prosperity (rather than just debt repayment....)

Welcome, BoJ Governor Ueda: The post-Kuroda BoJ will be more thoughtful than fast - it's not just about designing a more sustainable new policy framework, but about promoting a more efficient financial system, including crypto

Japan reality check #3: what is Japan's economy really bad at?: Japan has no corporate superstars, does not pay its workers, and household wealth is not really growing -- nothing that cannot be fixed