J- Links of Interest

Week 4 - 2023

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After frequent requests by readers I finally decided to join the fintwit community.

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Articles

Actually, Japan has changed a lot (Noahpinion)

The Growing Comprehension Gap That Isolates Japan(Bloomberg.com)

Reality behind Daikin's record profit chills its shares (NikkeiAsia.com)

Japan’s wage watershed raises economic hopes (ft.com)

Japan’s ‘widow-maker’ trade has finally come good (Ft.com)

Japan Logs Record Current Account Surplus for Nov. (The Japan News)

Japan Tobacco Urged to Sell Drug Unit by Activist Shareholder LIM (Usanew.com)

Analysis

Closer to Victory, Fighting a "Deadly Disease" (Musha Resarch)

Nippon Ichi Software Inc - A Deep Value, Profitable, and Growing Japanese Video Game Developer That’s Almost a Net-Net (Altay Capital )

Japan reality check #1: how does Japan Inc. distribute its spoils? (Jesper Koll)

Japan’s Venture Capital Industry: Snapshot of Growth and Transformation (carnegieendowment)

Podcast

The forgotten mistake that killed Japan’s software industry (Disrupting Japan)