Synopsis:
For years, the narrative around Japan has been familiar: aging population, slow growth, and cautious corporate culture. But that story may be overdue for a rethink.
In this episode, Jesper Koll of Monex Group explains why demographics, corporate reform, and shifting geopolitics are quietly reshaping Japan’s economic trajectory. As global investors and businesses begin to look at Japan differently, the question isn’t just whether Japan is changing. It’s why the world is looking at Japan again.
About Jesper Koll
Jesper Koll is Expert Director at Monex Group and one of the most prominent interpreters of Japan’s economy for global investors. Over a career spanning more than three decades, he has helped shape how international markets understand Japan’s economic transformation. Often described as the “Japan Optimist,” Koll argues that demographics, governance reform, and geopolitics are repositioning Japan in the global economy.