Food for thought, Home, Investment Themes, Portfolio Management
It’s been a recurring theme in articles in the NY Times, the Wall Street Journal and now the Financial Times. But to say that “a strong Toyota is a strong Japan” must be political rhetoric. How does “fixing” Toyota (whatever that means) change a country’s demographics time-bomb or its still-rattling financial system? While there are interesting food-for-thought bits in these pieces, they all seem to give way too much importance to “planning a country” in a world where central planning (again, whatever that means) for a country of this size and relatively free market is ever less effective – if it ever was.
Tags: demographics, foodforthought, investment_theme, Japan, Toyota
