Tuesday, July 21, 2015
Links of Interest
Jesper Koll - Uncovering Japan’s New Golden Age
Jesper Koll talking about Japan's golden future. Jesper Koll is one of the very few Japan observers who never bought into the gloom and doom scenario about Japan's social and economic future.
Jesper Koll - Japan's Bright Economic Future
Jesper Koll is no wind bag that turned bullish on Japan with the Nikkei rising to ever-greater heights. Apart from Jesper Koll, in 2010-2012, I stumbled over very few Japan observers (and actually only one more economist) who were overall bullish on Japan's future. It was the time I started venturing into the Japanese market and nobody wanted to hear about the extraordinary opportunities the Japanese stock market was offering.
Eammon Fingleton - The Myth of Japans Lost Decade
Eammonn Fingleton is another independent thinker when it comes to Japan. He was and still is challenging the view of Japan's so called two lost decades.
Friday, July 17, 2015
Kabuki Theatre in a Japanese Board Room
Introduction
Prime minister Abe’s third arrow, which should be better described as a fusillade of thousand needles, is hitting some targets. So far the reforms are mainly shaking up the cosy atmosphere in corporate Japan’s boardrooms. Also it is giving the land of the silent shareholders a so much needed wake- up call, and activism in Japan is seeing a little renaissance once again.