In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy.

Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization.

Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market.

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