Japan Optimist | Jesper Koll | Substack

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Profits up 11-fold on zero sales growth - Japan's Salaryman CEOs are hidden Superstars

Feb 25

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

Feb 18

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…

Feb 10

Japan has no corporate superstars, does not pay its workers, and household wealth is not really growing -- nothing that cannot be fixed

Jan 28

Largest creditor to the world, full-time job creation at home, and an equitable distribution of wealth - what's not to like?

Jan 21

Shareholders get the lions share, while investment in productive assets has stagnated

Jan 10

Ten twists and turns that would change the global Japan narrative in the year of the rabbit

Jan 1

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