About Me

I’m known as an expert finance commentator and seasoned strategist on Japan often seen in the major Asian media outlets; television, radio and newspapers.
 
Being sent to Japan in January 1986 at the age of 25, as a Japanese convertible bond trader by a British investment bank, I have enjoyed a long career based in major global financial centres focusing on economic and investment strategies for a cumulative 40 years, including 22 years in Tokyo, 12 years in Hong Kong, also assignments in London and New York.
 
My published macrothematic and macroeconomic work draw on first hand experiences from economic cycles beginning with the boom of the 1980’s at the debut of my career.

I am well recognised in the industry and my insights are regularly sought by international media organizations, as well as major international investors globally at private presentations, seminars and conferences.
 
Here are my published archives: japanmacro.com​

My Work

Published Research
Media Commentary
Investment Strategy
Private seminars
Public speaking

Japan has been a sleeping giant for almost three decades, a wonderful place to visit, but an awful place to invest.

Awakening in 2023, and likely becoming be the top investment location in Asia, it raises many questions such as ‘do I get out of China?’, ‘how do I proxy invest in Asia?’, or simply ‘what do I buy?’. ​
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During my long tenure in the finance industry, I have relied on a ‘boots on the ground’ research strategy which has served me well and often results in a contrarian view and debates that range from Japan’s national debt levels not meaning it is the ‘Greece of the East’, to what is long-term innovation versus short-term fads in the market.

​Macrothematics Macroeconomics
Newspaper Columnist
Television and Radio Commentator
Speaking Events


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Television

Radio

Portfolio Construction and Marketing

Private Events

Written Research

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Creating Alpha

To create alpha in Japan in 2023-2024 you need first-hand knowledge of what is driving Japan’s economy, industry and consumption with a short, medium and long-term view of where it is going.

That is what I bring to my audiences.


Subscribe, read my work, listen to me speak in public forums and watch out for me in the media.

Objectives

Understanding of the uniqueness and the patents of Japan's economics is a challenge for investors today, with many of the skillsets lost through multiple financial crises, or attractive emerging markets in Asia dominating investor attention, there are few market professionals today who have having witnessed Japan investment from bubble, to bust, to the current recovery.

One model doesn’t fit all. Japan economy is often misunderstood by the western world. Understand how Japan economy works, then you understand the differences, and you find it extremely interesting in the context of investing in Japan. At the end of the day, Japanese are wealthy, ingenious and dynamic.

The most popular views emerging are the themes and trends, which have been overlooked by the mainstream economists and strategists, or have been mis-interpreted by them, and are too important to be ignored.

Contrarian views, at least not belonging to the mainstream, prompting debate and more heated conversations are rare today when it comes to discussing Japan.

With a 'boots on the ground' approach, I see my principal objectives is to help investors, who are new to the market, or navigating through the difficulties of Japan’s transforming economy, or lost have simply lost their way on Japan macro, to fully comprehend the present day aspects of money flow and the ten most important and popular themes in the market.

Climate 
Consumption
Economy
Energy
Security 
Space
Supply-chain
Technology
Tourism
 Water