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Japan Optimist

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Economist
Former Finance Career
Japan Expert

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Content

Picture of Japan Optimist

MAGAnomics - the impact on Japan

April 20, 2025, 3:55 a.m.

No Paywall
Picture of Japan Optimist

Will Japan demand a MAGA discount?

April 16, 2025, 7:18 a.m.

No Paywall
Picture of Japan Optimist

MAGA worries

Feb. 15, 2025, 2:46 a.m.

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Picture of Japan Optimist

Guest contribution: Barbarians at the gate

Jan. 12, 2025, 11:31 p.m.

No Paywall
Picture of Japan Optimist

Japan Surprises 2025

Jan. 6, 2025, 2:56 a.m.

No Paywall
Picture of Japan Optimist

Pax Nipponica

Dec. 29, 2024, 9:10 p.m.

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Picture of Japan Optimist

My conversation with Lyric Hale of The Hale Report

Nov. 22, 2024, 10:57 a.m.

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Crash-testing Japan's New Capitalism

Aug. 4, 2024, 2:59 p.m.

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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

July 8, 2024, 1:32 p.m.

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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

March 17, 2024, 10:50 p.m.

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

Feb. 3, 2024, 2:35 a.m.

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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"

Jan. 28, 2024, 2:07 p.m.

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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?

Jan. 21, 2024, 12:48 p.m.

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

Jan. 6, 2024, 2:26 a.m.

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

Dec. 24, 2023, 6:24 a.m.

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

Oct. 31, 2023, 3:37 p.m.

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

Sept. 20, 2023, 1:42 p.m.

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

July 24, 2023, 1:54 p.m.

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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

July 10, 2023, 2:29 p.m.

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

June 11, 2023, 3:15 p.m.

No Paywall
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We're all bullish Japan now...: Global stand-out: Japan's policy elite remains full-on committed to promote growth and asset inflation

May 20, 2023, 3:29 p.m.

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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

April 5, 2023, 4:27 p.m.

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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

March 31, 2023, 1:49 a.m.

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

March 25, 2023, 3:19 a.m.

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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

Feb. 25, 2023, 4:17 p.m.

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