The Rise and Fall and Rise Again of Masa Son
Indian telecom billionaire Sunal Mittal declared that “the man has balls of steel”
How the Bank of Japan Can Turn Disaster into Triumph
The BoJ has taken on the appearance of an enormous and dangerous Moby Dick.
Five and a Half Super Scenarios for the Year of the Dragon
Japan is now a more strategically important player than ever before in the post-war era
Why China Needs A Dose of Abenomics
The Showa depression of the early 1930s led to the era of “government by assassination”
Learning to Love Inflation: the Japanese Experiment
Higher immigration is a certainty, given that opinion surveys show a large majority of the public accepting the case.
Buffett-san Validates the Abe Reforms
Could it be that Buffett sees a more cosmopolitan Japan filling a crucial new role?
The Kuroda era – and what comes next
One thing is for sure – unlike most of his predecessors, he will be remembered.
Funny Money: Edward Chancellor’s “The Price of Time”
“We have come to live in a controlled environment, with its fake money, fake interest rates, fake economy, fake jobs, and fake politicians…”
Five + 1 Surprising Scenarios for the Year of the Rabbit
2022 was definitely a “Roubini year”, but 2023 could well be a “Pinker year”
Blowback: Sunak, Kishida & the Supercompetitive Yen
Large currency moves always create winners and losers: the losers complain loudly while the winners count their profits and keep quiet.