Japan - Supply chains
Inspired by the Meiji Restoration, mutually supportive relationships anchored Japanese industrial firms on strong foundations, in Japan and globally, making partnerships on Western markets attractive and mutually beneficial
Japan
Japan - Financial Challenges
Japanese debt seems overwhelming, qualifying unhappily as sole defining factor of the country's outlook but commanding economic strengths, with deeply rooted supply chains, will shift investor perceptions over time
ASML and the semiconductor ecosystem
The year on year share price performance (topping 100%) is compelling but investors anticipate very strong earnings, going forward, to bring PE in line with the high flyers of the semiconductor supply chain
ASML the horse and the barn
The disruptive potential of AI-based technologies has raised American concern about China's 'military-civil fusion' strategy and the forceful geopolitical pressure by U.S. Administrations on foreign allies has been successful, up to a point...
Carlos Ghosn - the Reckoning
Transparency is a knife cutting both ways as Nissan has found out the hard way when the firm's inspection team uncovered a key proposal supporting Mr. Ghosn's claims and management's own conflicts of interest
Pacific Central - Sumo wrestling
Sumo, a highly regimented Japanese sport, is embedded with rituals of mutual respect while China and the US, poking around in the diplomatic rule book without much luck, only seem to know of Sumo's pushing and shoving in the Western Pacific
Not so Pacific Islands
The projection of Chinese power across the Pacific is a game-changer and a two-pronged strategy, asserting military power behind walls and letting trade flows trickle beyond, across the island archipelagos of the Pacific
