In “Hollowing Out, Tokyo Style,” FT Alphaville’s Gwen Robinson does a fine job of capturing an ongoing, and now accelerating human resources conundrum. While it seems like there’s no shortage lately of fake Japundits (not to be confused with the real Japundit, who is simply trying to keep it real on the cultural front) saying to go long Japanese stocks, boots-on-the-ground evidence provides further insight into the opaque. continue reading…
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Japan: Past the Point of No Return By Vitaliy Katsenelson
(market folly, 2/25/10)
The Japanese Economy: All The Reasons You Don’t Want To Invest In Japan Right Now
(Investment U, 12/18/09)