The Nihon Keizai Shimbun at one point chose Peter Tasker as the best equities analyst in Japan for five years running. That is not the best foreign analyst of equities. The best analyst of Japanese equities markets, period.
In an essay for the Financial Times, he proposes a very, very long-term solution to Japan's debt and stagnation crises.
Always a worthwhile read.
Results of my unemployment bets with Kurt Mitman
50 minutes ago