Japan is poised to emerge a winner in the emerging new global economic order. As previously unthinkable changes in technology and fundamental shifts in national policy priorities compound to disrupt the global “business as usual” consensus for every nation, Japan’s resilience, social stability and rising corporate metabolism make it an increasingly attractive investment proposition. The negative and dispiriting pull of the 3 Ds — debt, deflation, demographics - has now being replaced by an uplifting new ABC - Ambition, Bastion of Stability, and Confidence. The boom in capex spending, M&A, real estate and the stock market are evidence of this change. But is this too good to be true? How sustainable is this Japan upturn? What forces drive it, and what priorities will PM Takaichi set? Where are the emerging new opportunities for your business? And what could derail Japan’s optimistic path?
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Costs: JPY 5,500 (incl.tax) | For AHK Japan members only
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Thursday, 28th May 2026 | 12:00 – 14:00 (JST)
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Hilton Tokyo
Remarks
Language: English
Costs: JPY 5,500 | For AHK Japan members only
Registration Deadline: May 21st, 12:00 JST | Cancellations after the registration deadline or no-show will be charged in full
Expected Number of Participants: 30| Registrations are handled on a first-come, first-served basis according to availability
Food: seated lunch
Program/Speaker etc.
Program
*Program content is subject to change without notice.
Jesper Koll has been researching and investing in Japan since becoming a resident in 1986. Over the past decades, Jesper has been consistently recognized as one of the top Japan strategists/economists, having worked as Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch. He currently serves as Expert Director for the Monex Group and the Japan Catalyst Fund (Japan’s 1st retail investor based corporate engagement/activist fund). His analysis and insights have earned him a position on several Japanese government and corporate advisory committees and he is the senior adviser to the CEO of a major Sovereign Wealth Fund. Since 2022, he is the Global Ambassador for Tokyo Governor Yuriko Koike’s Tokyo Financial Center initiative. Jesper serves as a trustee of OIST, the Okinawa Institute for Science and Technology and is a Founder and Director of Asia Society Japan and heads their Policy Committee. He is one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives; and serves on the board of several Japan-based start-ups — focus on cybersecurity, healthcare & blockchain. He has written three books in Japanese, has a regular column in the NIKKEI and, created the acclaimed video/pod-cast series “Japan - Capitalism that works” and the Substack publication “Japan Optimist.
Jesper is an economist, angel-investor, patron; and yes, a Japan Optimist.
Registration Form
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