<![CDATA[KonichiValue Japan: Links]]>https://www.konichivalue.com/s/monthly-linkshttps://substackcdn.com/image/fetch/$s_!sLCY!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0ea491a-f854-4a54-a87b-e6a72bc898e6_1024x1024.pngKonichiValue Japan: Linkshttps://www.konichivalue.com/s/monthly-linksSubstackFri, 17 Apr 2026 17:54:45 GMT<![CDATA[November 2023: Best Content on Japan]]>https://www.konichivalue.com/p/november-2023-best-content-on-japanhttps://www.konichivalue.com/p/november-2023-best-content-on-japanFri, 01 Dec 2023 05:09:15 GMTApologies for the delay in releasing this month's edition of the Best Content on Japan but trust me, it's worth the wait!

I’m trying a new format to give you a more comprehensive overview of the happenings in Japan. Here are some serious goodies from November's coverage:

Reads

Japan Economy Watch
Despite Trouble, Kishida Will Likely Last Until Sept. 2024 LDP Presidency Election
I’ve got to retract the word “soon,” in the headline of my last post “Unpopular Kishida Could Be On Way Out Soon.” Experts on Japanese politics have said that the most likely option is that Kishida will last until the next election for the Liberal Democratic Party (LDP) President in September 2024, but it will be hard for him to hold on afterward. A pol…
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2 years ago · 8 likes · 1 comment · Richard Katz

  • The Japan Times: "Japan's Inflation Comeback Shakes Up Investment Strategies" - …

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]]><![CDATA[🎉 Your Personal Invite: Black Friday Special at KonichiValue]]>https://www.konichivalue.com/p/your-personal-invite-black-fridayhttps://www.konichivalue.com/p/your-personal-invite-black-fridayFri, 24 Nov 2023 00:22:37 GMTDear KonichiValue reader,

I hope this message finds you in good spirits.

For a limited period, enjoy a 30% discount on our annual premium subscription:

Get 30% off forever

From uncovering the potential in stocks like Canon and Nissan to exploring the reasons and impacts behind Japan’s aging population, I promise to bring you insights that are both deep, actionable and accessi…

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]]><![CDATA[October 2023: Best Content on Japan ]]>https://www.konichivalue.com/p/october-2023-best-content-on-japanhttps://www.konichivalue.com/p/october-2023-best-content-on-japanTue, 31 Oct 2023 02:27:03 GMTReads

Online

Bloomberg | Germany to Overtake Japan as World's Third Largest Economy, Helped by Weak Yen

Bloomberg | Japan’s Companies Are Cashed-Up and Cheap

ROI | Is Japan’s business culture of conformity a lesson for us all — or relic of days gone by?

NIKKEI Asia | Finland's sauna giants target Japan as emerging hot spot

Reuters | Japan's largest labor unio…

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]]><![CDATA[September 2023: Best Content on Japan]]>https://www.konichivalue.com/p/september-2023-best-content-on-japanhttps://www.konichivalue.com/p/september-2023-best-content-on-japanSat, 30 Sep 2023 00:00:41 GMTReads

  • Investing.com - The Japanese yen risks falling to USD/JPY = 150. Finance Minister Shunichi Suzuki might be looking to raise interest rates soon.

  • writes about the less-known story that Chinese officials went to Japan after Mao Zedong’s reign to learn how to improve their collapsing economy:

Japan Economy Watch
Xi Jinping Seeks To Ban “Socialism with Japanese and Singaporean characteristics,” Part I
Source: https://unctadstat.unctad.org/wds/TableViewer/tableView.aspx?ReportId=96740 and https://www.statista.com/statistics/1288326/china-foreign-invested-companies-share-in-total-import-and-export/ If not for the advice that Deng Xiaoping sought, and received, from Japan and Singapore, there would have been less of the miraculous in China’s economic mir…
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3 years ago · 14 likes · 1 comment · Richard Katz

  • here bringing you concepts, life advice, and hiking guides s…

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]]><![CDATA[August 2023: Best Content on Japan]]>https://www.konichivalue.com/p/august-2023-best-content-on-japanhttps://www.konichivalue.com/p/august-2023-best-content-on-japanThu, 31 Aug 2023 04:30:34 GMTThis August, I’m taking you on a whirlwind journey through Japan, from Softbank’s latest controversies to the serene charm of its lesser-known prefectures. Dive deep into e-commerce with BEENOS Corp, reflect on economic bubbles with China and Japan, and spotlight the pressing gender inequality debate.

For Videos, debunk the "Wacky Japan" media myth, expe…

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]]><![CDATA[July 2023: Best Content on Japan]]>https://www.konichivalue.com/p/july-2023-best-content-on-japanhttps://www.konichivalue.com/p/july-2023-best-content-on-japanMon, 31 Jul 2023 00:19:21 GMTReads
Japan Optimist
Towards a new Golden Generation
Here is an update to one of the key forces driving my Japan Optimism - scarcity of labor is intensifying and forces a fundamental re-think of how the most important asset for innovation and prosperity is deployed, human capital. As incomes and - most importantly - quality of jobs go up, a new middle class will rise in Japan…
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3 years ago · 6 likes · 3 comments · Jesper Koll
The Mikro Kap
Adventures in the value trap land
I've spent the last few weeks turning over Japanese rocks that are selling for less than 0.7x P/B and 1x P/NCAV in an effort to find cheap companies that could benefit from the recent corporate governance push in Japan and potentially adjust their capital allocation strategy. Based on my observations, I can confidently say that…
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3 years ago · 14 likes · 13 comments · David Katunarić
Japan Economy Watch
Did Wages Really Rise The Fastest In 28 Years?
Source: https://www.mhlw.go.jp/english/database/db-l/monthly-labour.html The headlines were celebratory: in May, Japanese workers enjoyed the fastest growth in nominal wages in 28 years: 1.8% compared to the year before. Of course, the articles went on to note that “enjoyment” may be a little strong since workers suffered the 14th consecutive month of de…
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3 years ago · 21 likes · 7 comments · Richard Katz

  • Tokyo Stock Exchange urges more focus on stock prices and capital efficiency | The Japan Times

Videos

  • One of my favorite Japan YouTubers, Japanalysis, is at it again with an excellent video in Japan’s most famous politician:

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]]><![CDATA[June 2023: Best Content on Japan]]>https://www.konichivalue.com/p/june-2023-best-content-on-japanhttps://www.konichivalue.com/p/june-2023-best-content-on-japanThu, 29 Jun 2023 15:00:45 GMTReads

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]]><![CDATA[May 2023: Best Content on Japan]]>https://www.konichivalue.com/p/may-2023-best-content-on-japanhttps://www.konichivalue.com/p/may-2023-best-content-on-japanWed, 31 May 2023 03:33:39 GMTReads

  • Nikkei Asia - Japanese companies embrace shareholder activism as never before

  • Reuters - Rakuten Group forced to issue new shares to not go bankrupt

  • Asahi Shinbun - Tokyo is the world's second wealthiest city

  • MarketWatch - Japan's stock market is smoking the S&P 500. Is it too late to jump in?

  • Financial Times [$] - Buffett’s intriguing bet on Japan. Why…

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]]><![CDATA[March 2023: Best Content on Japan ]]>https://www.konichivalue.com/p/march-2023-best-content-on-japanhttps://www.konichivalue.com/p/march-2023-best-content-on-japanThu, 30 Mar 2023 02:12:26 GMTWelcome to our latest roundup, "March 2023: Best Content on Japan"! This month has been a whirlwind, with numerous events making headlines and capturing our attention. From the financial sector's turmoil due to the massive collapses of SVB and Credit Suisse affecting Japanese banks significantly, to the much-awaited Hanami season bringing a burst of col…

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]]><![CDATA[[Video] Conversation With Compounding Curiosity: A Deep-Dive into Japan Bubble-Burst]]>https://www.konichivalue.com/p/video-conversation-with-compoundinghttps://www.konichivalue.com/p/video-conversation-with-compoundingThu, 09 Mar 2023 07:02:21 GMTI am thrilled to announce that I recently had the pleasure of being a guest on the esteemed podcast , hosted by the brilliant Kalani Scarrott. We delved deep into a topic that I have been passionately researching for years, the Japanese Bubble-burst:

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]]><![CDATA[February 2023: Best Content on Japan]]>https://www.konichivalue.com/p/february-2023-best-content-on-japanhttps://www.konichivalue.com/p/february-2023-best-content-on-japanTue, 28 Feb 2023 07:30:00 GMTAh, February, the shortest month of the year, and with it comes my shortest content link list. But don't let the size fool you - this list is jam-packed with goodies!

So sit back, relax, and enjoy some bite-sized content that's sure to pack a punch. And remember, good things come in small packages 😉

Reads

  • Nippon - The Black Ships Shock: A historic encount…

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]]><![CDATA[January 2023: Best Content on Japan ]]>https://www.konichivalue.com/p/january-2023-best-content-on-japanhttps://www.konichivalue.com/p/january-2023-best-content-on-japanTue, 31 Jan 2023 03:14:10 GMTReads

  • Konichi-Vaule - BOJ's forced interest hike that could wreak havoc on Japan's Zombie Companies

  • The Asahi Shinbun - PM Kishida vows unprecedented scope of steps to lift the birthrate, but gives little concrete policies

  • Retire Japan - The new eternal NISA | Retire Japan has a great piece on where he goes through what the updated Japanese tax-free stock …

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]]><![CDATA[🎅🏆 Konichi-Value Awards of 2022 🏆🎅]]>https://www.konichivalue.com/p/konichi-value-awards-of-2022https://www.konichivalue.com/p/konichi-value-awards-of-2022Sun, 25 Dec 2022 01:02:03 GMT

🎅🎅🎅 First and foremost, Merry Christmas to all of you 🎅🎅🎅

Thank you all for sticking with me for the transformation of this newsletter!

This is the year when Konichi-Value grew from a small project to a serious newsletter with well-researched and applicable investment analyses and advice exclusively for Japan.

Also, I have fine-tuned my design langu…

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]]><![CDATA[November 2022: Best Content on Japan]]>https://www.konichivalue.com/p/november-2022-best-content-on-japanhttps://www.konichivalue.com/p/november-2022-best-content-on-japanWed, 30 Nov 2022 03:16:24 GMTReads

  • CEOWORLD magazine: Wealthiest People in Japan (November 12, 2022)

  • Reuters: Follow the money - Warren Buffet is still long Japan: Puts additional billions into Japan’s five biggest trading companies, including ITOCHU

  • Marketplace: Tower Records stores have actually been thriving all this time — in Japan

  • Japan Times: Former Japanese PM, and former leade…

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]]><![CDATA[October 2022: Best Content on Japan]]>https://www.konichivalue.com/p/october-2022-best-content-on-japanhttps://www.konichivalue.com/p/october-2022-best-content-on-japanSun, 30 Oct 2022 05:05:37 GMTReads

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