J- Links of Interest
undervaluedjapan.substack.com
J- Links of Interest
Week 47 - 20222
Articles
Japan’s Historic Yen Depreciation - The Diplomat
Bank of Japan’s inevitable pivot looms as a risk for markets - FT.com
From Astro Boy to Gundam to Ultraman, how Bandai became Japan’s top toy company
Vacant Homes and High-Rise Condos: Japan’s Housing Dilemma
Analysis
The Weak Yen and Japanese Firms: Positive Effects with a Time Lag
Urgent necessities of corporate strategic change in 3 fields
Is Japan’s Inflation Really At a 40-Year High?
Japan’s good value creates alpha opportunities
Japan Equity Fund: Comfortable Buying at a 15% Discount
Videos/ Podcast
Interview with Senior Analyst Jonathan Silverman, To Eleven Capital
Deep Dive Series 2022: "How long can Japan hold the line on the Yen?"