Archive - Japan Optimist

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

Mar 17 •

February 2024

Capitalism that works

Japan has got what it takes to be an economic superpower and role model

Feb 3 •

January 2024

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 •

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 •

Japan Surprises 2024

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

Jan 6 •

December 2023

Japan Megatrends

Demographics is the primary catalyst for real structural change

Dec 24, 2023 •

October 2023

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 •

September 2023

Insights into Japan capital market initiatives

How TSE reform and generational change are reinventing Japan's economy & financial markets

Sep 20, 2023 •

July 2023

Towards a new Golden Generation

Japan is in a demographic sweet spot that empowers the young and forces real change in corporate culture

Jul 24, 2023 •

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

Jul 10, 2023 •

June 2023

No bubble, no trouble...

Tokyo home prices are back up at the bubble peak - when will policy makers step-in to stop asset inflation?

Jun 11, 2023 •

May 2023

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 •

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